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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 | $3,203 | $78,690-95.9% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 88.1% | 67.5%+20.6pp | 78.7%+9.4pp | 68.9%+19.2pp |
| Annual return | 23.14% | 32.74%-9.6pp | 89.72%-66.6pp | 26.06%-2.9pp |
| Employer contribution / active EE | $593 | $2,588-77.1% | $4,268-86.1% | $2,596-77.2% |
| Participant deferral / active EE | $1,167 | $3,311-64.7% | $5,630-79.3% | $4,274-72.7% |
| Admin fee / account holder | $209 | $6,724-96.9% | $16,006-98.7% | $7,775-97.3% |