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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 | $3,955 | $77,638-94.9% | $156,551-97.5% | $62,881-93.7% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 15.94% | 50.33%-34.4pp | 32.23%-16.3pp | 20.14%-4.2pp |
| Employer contribution / active EE | $988 | $3,444-71.3% | $5,501-82.0% | $2,281-56.7% |
| Participant deferral / active EE | $1,637 | $3,046-46.2% | $4,871-66.4% | $3,203-48.9% |
| Admin fee / account holder | $239 | $5,561-95.7% | $13,028-98.2% | $4,296-94.4% |