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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,649 | $48,011-88.2% | $63,803-91.1% | $82,637-93.2% |
| Participation rate | 86.2% | 66.6%+19.6pp | 72.7%+13.5pp | 68.1%+18.2pp |
| Annual return | 20.42% | 19.84%+0.6pp | 543.72%-523.3pp | 53.51%-33.1pp |
| Employer contribution / active EE | $806 | $1,904-57.6% | $2,532-68.2% | $2,552-68.4% |
| Participant deferral / active EE | $1,805 | $2,846-36.6% | $3,843-53.0% | $4,126-56.3% |
| Admin fee / account holder | $126 | $3,873-96.7% | $5,196-97.6% | $7,339-98.3% |