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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 | $4,844 | $45,041-89.2% | $63,003-92.3% | $70,131-93.1% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 19.54% | 18.76%+0.8pp | 87.59%-68.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $805 | $2,052-60.8% | $2,760-70.8% | $2,342-65.6% |
| Participant deferral / active EE | $857 | $2,465-65.2% | $3,329-74.2% | $3,332-74.3% |
| Admin fee / account holder | $251 | $2,836-91.1% | $3,600-93.0% | $4,645-94.6% |