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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 | $58,057-90.2% | $97,032-94.1% | $86,983-93.5% |
| Participation rate | 84.4% | 60.4%+24.1pp | 71.6%+12.9pp | 69.5%+14.9pp |
| Annual return | 14.81% | 22.26%-7.4pp | 35.38%-20.6pp | 25.83%-11.0pp |
| Employer contribution / active EE | $490 | $1,663-70.5% | $2,629-81.4% | $2,584-81.0% |
| Participant deferral / active EE | $1,269 | $3,244-60.9% | $4,672-72.8% | $4,194-69.7% |
| Admin fee / account holder | $293 | $4,839-93.9% | $9,418-96.9% | $7,856-96.3% |