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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 | $4,764 | $56,544-91.6% | $75,501-93.7% | $70,126-93.2% |
| Participation rate | 86.2% | 68.1%+18.1pp | 72.4%+13.8pp | 69.5%+16.7pp |
| Annual return | 29.17% | 23.59%+5.6pp | 27.35%+1.8pp | 73.15%-44.0pp |
| Employer contribution / active EE | $1,218 | $1,817-32.9% | $2,352-48.2% | $2,343-48.0% |
| Participant deferral / active EE | $2,083 | $2,580-19.2% | $3,142-33.7% | $3,332-37.5% |
| Admin fee / account holder | $73 | $3,827-98.1% | $5,801-98.7% | $4,645-98.4% |