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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 | $3,742 | $54,757-93.2% | $90,304-95.9% | $72,975-94.9% |
| Participation rate | 89.7% | 65.2%+24.5pp | 73.3%+16.4pp | 69.5%+20.2pp |
| Annual return | 44.85% | 30.63%+14.2pp | 78.13%-33.3pp | 81.01%-36.2pp |
| Employer contribution / active EE | $423 | $2,093-79.8% | $2,855-85.2% | $2,440-82.7% |
| Participant deferral / active EE | $2,094 | $2,887-27.5% | $3,885-46.1% | $3,608-42.0% |
| Admin fee / account holder | $199 | $3,973-95.0% | $5,354-96.3% | $5,124-96.1% |