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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 | $2,693 | $54,763-95.1% | $90,324-97.0% | $72,976-96.3% |
| Participation rate | 83.6% | 65.2%+18.5pp | 73.3%+10.4pp | 69.5%+14.1pp |
| Annual return | 25.17% | 30.63%-5.5pp | 78.15%-53.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,821 | $2,887-36.9% | $3,885-53.1% | $3,608-49.5% |
| Admin fee / account holder | $256 | $3,973-93.6% | $5,356-95.2% | $5,124-95.0% |