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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 | $2,522 | $58,493-95.7% | $84,023-97.0% | $72,976-96.5% |
| Participation rate | 87.2% | 61.2%+25.9pp | 69.0%+18.2pp | 69.5%+17.7pp |
| Annual return | 43.99% | 28.93%+15.1pp | 71.32%-27.3pp | 81.02%-37.0pp |
| Employer contribution / active EE | $719 | $1,163-38.2% | $1,984-63.8% | $2,440-70.5% |
| Participant deferral / active EE | $1,111 | $2,394-53.6% | $3,239-65.7% | $3,608-69.2% |
| Admin fee / account holder | $86 | $4,569-98.1% | $6,102-98.6% | $5,124-98.3% |