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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 | $5,794 | $69,137-91.6% | $182,153-96.8% | $94,015-93.8% |
| Participation rate | 79.3% | 59.6%+19.7pp | 65.7%+13.6pp | 70.8%+8.5pp |
| Annual return | 16.93% | 21.34%-4.4pp | 35.04%-18.1pp | 17.84%-0.9pp |
| Employer contribution / active EE | $696 | $2,152-67.7% | $2,593-73.2% | $2,790-75.1% |
| Participant deferral / active EE | $1,249 | $2,665-53.1% | $3,776-66.9% | $4,249-70.6% |
| Admin fee / account holder | $160 | $11,615-98.6% | $9,477-98.3% | $8,951-98.2% |