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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 | $2,151 | $53,128-96.0% | $86,582-97.5% | $70,126-96.9% |
| Participation rate | 82.8% | 65.3%+17.5pp | 73.5%+9.2pp | 69.5%+13.2pp |
| Annual return | 21.81% | 27.66%-5.8pp | 965.08%-943.3pp | 73.15%-51.3pp |
| Employer contribution / active EE | $636 | $2,068-69.2% | $2,839-77.6% | $2,343-72.9% |
| Participant deferral / active EE | $1,428 | $2,695-47.0% | $3,609-60.4% | $3,332-57.1% |
| Admin fee / account holder | $145 | $3,584-95.9% | $4,904-97.0% | $4,645-96.9% |