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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 | $7,542 | $63,365-88.1% | $91,994-91.8% | $72,975-89.7% |
| Participation rate | 88.6% | 72.5%+16.1pp | 78.6%+10.0pp | 69.5%+19.1pp |
| Annual return | 33.79% | 35.35%-1.6pp | 69.04%-35.3pp | 81.01%-47.2pp |
| Employer contribution / active EE | $761 | $2,116-64.1% | $3,453-78.0% | $2,440-68.8% |
| Participant deferral / active EE | $2,596 | $4,883-46.8% | $5,924-56.2% | $3,608-28.0% |
| Admin fee / account holder | $6 | $4,670-99.9% | $7,744-99.9% | $5,124-99.9% |