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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 | $5,026 | $77,472-93.5% | $100,392-95.0% | $80,935-93.8% |
| Participation rate | 93.8% | 76.9%+16.8pp | 81.5%+12.2pp | 67.7%+26.1pp |
| Annual return | 34.67% | 37.26%-2.6pp | 49.45%-14.8pp | 35.66%-1.0pp |
| Employer contribution / active EE | $452 | $2,800-83.9% | $3,941-88.5% | $2,757-83.6% |
| Participant deferral / active EE | $3,159 | $6,818-53.7% | $8,090-60.9% | $4,299-26.5% |
| Admin fee / account holder | $40 | $5,885-99.3% | $7,904-99.5% | $6,924-99.4% |