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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 | $3,764 | $71,208-94.7% | $93,681-96.0% | $80,911-95.3% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.6%+24.2pp |
| Annual return | 20.63% | 11.27%+9.4pp | 133.47%-112.8pp | 35.63%-15.0pp |
| Employer contribution / active EE | $430 | $1,564-72.5% | $2,422-82.3% | $2,756-84.4% |
| Participant deferral / active EE | $1,306 | $4,035-67.6% | $4,415-70.4% | $4,297-69.6% |
| Admin fee / account holder | $21 | $6,951-99.7% | $8,290-99.7% | $6,935-99.7% |