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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 | $5,674 | $76,371-92.6% | $93,621-93.9% | $72,975-92.2% |
| Participation rate | 96.6% | 71.8%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 30.57% | 25.82%+4.8pp | 32.76%-2.2pp | 81.01%-50.4pp |
| Employer contribution / active EE | $845 | $2,276-62.9% | $2,719-68.9% | $2,440-65.4% |
| Participant deferral / active EE | $2,464 | $3,538-30.4% | $4,070-39.5% | $3,608-31.7% |
| Admin fee / account holder | $182 | $6,839-97.3% | $7,890-97.7% | $5,124-96.4% |