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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 | $5,679 | $78,690-92.8% | $161,489-96.5% | $87,485-93.5% |
| Participation rate | 83.0% | 67.5%+15.5pp | 78.7%+4.3pp | 68.9%+14.0pp |
| Annual return | 22.86% | 32.74%-9.9pp | 89.72%-66.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $740 | $2,588-71.4% | $4,268-82.7% | $2,596-71.5% |
| Participant deferral / active EE | $1,107 | $3,311-66.6% | $5,630-80.3% | $4,274-74.1% |
| Admin fee / account holder | $24 | $6,724-99.6% | $16,006-99.9% | $7,775-99.7% |