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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 | $6,553 | $65,395-90.0% | $182,540-96.4% | $72,975-91.0% |
| Participation rate | 89.5% | 65.4%+24.1pp | 78.0%+11.6pp | 69.5%+20.0pp |
| Annual return | 25.64% | 27.68%-2.0pp | 148.58%-122.9pp | 81.01%-55.4pp |
| Employer contribution / active EE | $736 | $1,911-61.5% | $4,076-81.9% | $2,440-69.8% |
| Participant deferral / active EE | $1,725 | $3,563-51.6% | $5,525-68.8% | $3,608-52.2% |
| Admin fee / account holder | $205 | $4,245-95.2% | $8,593-97.6% | $5,124-96.0% |