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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 | $2,353 | $64,920-96.4% | $103,693-97.7% | $86,983-97.3% |
| Participation rate | 80.0% | 63.6%+16.4pp | 72.6%+7.4pp | 69.5%+10.5pp |
| Annual return | 24.26% | 30.29%-6.0pp | 47.61%-23.3pp | 25.83%-1.6pp |
| Employer contribution / active EE | $455 | $2,141-78.8% | $2,920-84.4% | $2,584-82.4% |
| Participant deferral / active EE | $1,226 | $3,241-62.2% | $4,579-73.2% | $4,194-70.8% |
| Admin fee / account holder | $126 | $6,191-98.0% | $7,858-98.4% | $7,856-98.4% |