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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 | $107,809-95.2% | $97,032-94.6% | $155,188-96.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 71.6%+18.4pp | 80.8%+9.2pp |
| Annual return | 19.32% | 38.06%-18.7pp | 35.38%-16.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,071 | $2,911-63.2% | $2,629-59.3% | $4,248-74.8% |
| Participant deferral / active EE | $1,195 | $5,129-76.7% | $4,672-74.4% | $6,531-81.7% |
| Admin fee / account holder | $271 | $10,717-97.5% | $9,418-97.1% | $14,480-98.1% |