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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 | $3,826 | $65,367-94.1% | $92,915-95.9% | $72,976-94.8% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 25.22% | 42.11%-16.9pp | 109.45%-84.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $2,050 | $2,594-21.0% | $3,653-43.9% | $2,440-16.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19 | $4,251-99.6% | $5,796-99.7% | $5,124-99.6% |