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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 | $3,204 | $77,962-95.9% | $178,540-98.2% | $80,935-96.0% |
| Participation rate | 72.4% | 65.7%+6.7pp | 77.1%-4.7pp | 67.7%+4.8pp |
| Annual return | 18.88% | 18.10%+0.8pp | 27.15%-8.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,294 | $2,280-43.3% | $3,953-67.3% | $2,757-53.1% |
| Participant deferral / active EE | $1,773 | $4,404-59.8% | $6,281-71.8% | $4,299-58.8% |
| Admin fee / account holder | $30 | $7,156-99.6% | $10,424-99.7% | $6,924-99.6% |