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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 | $5,725 | $107,809-94.7% | $97,032-94.1% | $155,188-96.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 71.6%+19.3pp | 80.8%+10.1pp |
| Annual return | 26.41% | 38.06%-11.6pp | 35.38%-9.0pp | 148.84%-122.4pp |
| Employer contribution / active EE | $847 | $2,911-70.9% | $2,629-67.8% | $4,248-80.1% |
| Participant deferral / active EE | $2,180 | $5,129-57.5% | $4,672-53.3% | $6,531-66.6% |
| Admin fee / account holder | $15 | $10,717-99.9% | $9,418-99.8% | $14,480-99.9% |