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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 | $5,918 | $43,075-86.3% | $74,577-92.1% | $62,881-90.6% |
| Participation rate | 71.4% | 58.1%+13.4pp | 68.1%+3.3pp | 69.3%+2.1pp |
| Annual return | 10.11% | 17.50%-7.4pp | 20.47%-10.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $742 | $1,498-50.5% | $2,525-70.6% | $2,281-67.5% |
| Participant deferral / active EE | $781 | $2,389-67.3% | $3,458-77.4% | $3,203-75.6% |
| Admin fee / account holder | $52 | $2,840-98.2% | $4,138-98.7% | $4,296-98.8% |