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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 | $3,347 | $60,349-94.5% | $74,184-95.5% | $62,881-94.7% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.3pp |
| Annual return | 12.58% | 21.38%-8.8pp | 17.74%-5.2pp | 20.14%-7.6pp |
| Employer contribution / active EE | $563 | $1,680-66.5% | $2,370-76.2% | $2,281-75.3% |
| Participant deferral / active EE | $1,890 | $2,856-33.8% | $3,550-46.8% | $3,203-41.0% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |