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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 | $8,513 | $80,855-89.5% | $153,416-94.5% | $86,983-90.2% |
| Participation rate | 81.5% | 64.1%+17.4pp | 74.3%+7.1pp | 69.5%+11.9pp |
| Annual return | 17.90% | 16.18%+1.7pp | 17.84%+0.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $602 | $2,308-73.9% | $3,764-84.0% | $2,584-76.7% |
| Participant deferral / active EE | $1,680 | $3,333-49.6% | $4,723-64.4% | $4,194-59.9% |
| Admin fee / account holder | $25 | $6,908-99.6% | $13,095-99.8% | $7,856-99.7% |