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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 | $5,031 | $77,814-93.5% | $158,223-96.8% | $86,983-94.2% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 30.39% | 30.54%-0.2pp | 52.09%-21.7pp | 25.83%+4.6pp |
| Employer contribution / active EE | $836 | $2,592-67.7% | $4,109-79.6% | $2,584-67.6% |
| Participant deferral / active EE | $1,040 | $3,270-68.2% | $5,467-81.0% | $4,194-75.2% |
| Admin fee / account holder | $165 | $5,879-97.2% | $16,047-99.0% | $7,856-97.9% |