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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 | $4,352 | $97,125-95.5% | $86,233-95.0% | $137,256-96.8% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 26.83% | 74.19%-47.4pp | 61.39%-34.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $401 | $2,841-85.9% | $2,504-84.0% | $4,156-90.4% |
| Participant deferral / active EE | $1,142 | $5,180-78.0% | $4,559-74.9% | $6,407-82.2% |
| Admin fee / account holder | $27 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |