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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 | $5,693 | $57,590-90.1% | $86,233-93.4% | $82,448-93.1% |
| Participation rate | 84.4% | 57.9%+26.6pp | 69.0%+15.4pp | 68.1%+16.4pp |
| Annual return | 14.81% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $490 | $1,655-70.4% | $2,504-80.4% | $2,551-80.8% |
| Participant deferral / active EE | $1,269 | $3,080-58.8% | $4,559-72.2% | $4,139-69.3% |
| Admin fee / account holder | $293 | $4,730-93.8% | $8,342-96.5% | $7,234-95.9% |