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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 | $5,194 | $97,125-94.7% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 19.32% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,071 | $2,841-62.3% | $2,504-57.3% | $4,156-74.2% |
| Participant deferral / active EE | $1,195 | $5,180-76.9% | $4,559-73.8% | $6,407-81.4% |
| Admin fee / account holder | $271 | $9,725-97.2% | $8,342-96.8% | $12,270-97.8% |