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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 | $9,355 | $106,749-91.2% | $145,433-93.6% | $82,448-88.7% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 32.48% | 27.59%+4.9pp | 66.58%-34.1pp | 41.64%-9.2pp |
| Employer contribution / active EE | $938 | $3,444-72.8% | $4,554-79.4% | $2,551-63.2% |
| Participant deferral / active EE | $5,556 | $6,519-14.8% | $7,897-29.6% | $4,139+34.2% |
| Admin fee / account holder | $73 | $8,390-99.1% | $13,129-99.4% | $7,234-99.0% |