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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 | $8,622 | $49,025-82.4% | $87,502-90.1% | $62,881-86.3% |
| Participation rate | 93.9% | 64.9%+29.1pp | 73.8%+20.1pp | 69.3%+24.6pp |
| Annual return | 47.29% | 10.02%+37.3pp | 12.21%+35.1pp | 20.14%+27.1pp |
| Employer contribution / active EE | $482 | $1,372-64.8% | $2,550-81.1% | $2,281-78.8% |
| Participant deferral / active EE | $2,299 | $2,289+0.4% | $3,149-27.0% | $3,203-28.2% |
| Admin fee / account holder | $226 | $4,065-94.4% | $4,221-94.6% | $4,296-94.7% |