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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 | $3,891 | $52,580-92.6% | $71,671-94.6% | $70,126-94.5% |
| Participation rate | 72.6% | 60.9%+11.7pp | 68.7%+3.9pp | 69.5%+3.1pp |
| Annual return | 31.78% | 20.25%+11.5pp | 20.65%+11.1pp | 73.15%-41.4pp |
| Employer contribution / active EE | $818 | $1,616-49.4% | $2,460-66.8% | $2,343-65.1% |
| Participant deferral / active EE | $1,640 | $2,386-31.3% | $3,438-52.3% | $3,332-50.8% |
| Admin fee / account holder | $256 | $3,653-93.0% | $5,558-95.4% | $4,645-94.5% |