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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 | $76,407-92.6% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 22.86% | 39.99%-17.1pp | 62.79%-39.9pp | 41.64%-18.8pp |
| Employer contribution / active EE | $740 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $1,107 | $3,214-65.5% | $5,453-79.7% | $4,139-73.2% |
| Admin fee / account holder | $24 | $6,352-99.6% | $14,116-99.8% | $7,234-99.7% |