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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 | $4,079 | $105,623-96.1% | $87,502-95.3% | $273,972-98.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 30.52% | 12.26%+18.3pp | 12.21%+18.3pp | 41.46%-10.9pp |
| Employer contribution / active EE | $885 | $3,141-71.8% | $2,550-65.3% | $4,869-81.8% |
| Participant deferral / active EE | $2,158 | $3,601-40.1% | $3,149-31.5% | $5,287-59.2% |
| Admin fee / account holder | $189 | $4,781-96.0% | $4,221-95.5% | $10,133-98.1% |