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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 | $76,407-95.8% | $150,298-97.9% | $82,448-96.1% |
| Participation rate | 88.1% | 66.4%+21.7pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 23.14% | 39.99%-16.9pp | 62.79%-39.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $593 | $2,614-77.3% | $4,154-85.7% | $2,551-76.8% |
| Participant deferral / active EE | $1,167 | $3,214-63.7% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $209 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |