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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 | $3,568 | $57,541-93.8% | $95,740-96.3% | $75,173-95.3% |
| Participation rate | 91.2% | 62.5%+28.7pp | 72.3%+18.9pp | 67.2%+24.0pp |
| Annual return | 39.20% | 34.93%+4.3pp | 28.41%+10.8pp | 160.72%-121.5pp |
| Employer contribution / active EE | $530 | $1,808-70.7% | $2,836-81.3% | $2,671-80.2% |
| Participant deferral / active EE | $1,699 | $3,074-44.7% | $4,244-60.0% | $4,126-58.8% |
| Admin fee / account holder | $48 | $4,099-98.8% | $5,676-99.2% | $5,651-99.1% |