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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 | $4,790 | $63,354-92.4% | $94,105-94.9% | $82,637-94.2% |
| Participation rate | 82.8% | 63.8%+18.9pp | 71.9%+10.8pp | 68.1%+14.7pp |
| Annual return | 35.72% | 34.36%+1.4pp | 204.55%-168.8pp | 53.51%-17.8pp |
| Employer contribution / active EE | $759 | $1,760-56.9% | $2,504-69.7% | $2,552-70.3% |
| Participant deferral / active EE | $1,583 | $2,873-44.9% | $3,881-59.2% | $4,126-61.6% |
| Admin fee / account holder | $4 | $5,073-99.9% | $6,199-99.9% | $7,339-99.9% |