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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 | $2,365 | $48,053-95.1% | $84,628-97.2% | $72,975-96.8% |
| Participation rate | 70.6% | 57.6%+13.0pp | 68.2%+2.4pp | 69.5%+1.1pp |
| Annual return | 29.78% | 37.39%-7.6pp | 258.80%-229.0pp | 81.01%-51.2pp |
| Employer contribution / active EE | $489 | $1,602-69.5% | $2,653-81.6% | $2,440-79.9% |
| Participant deferral / active EE | $856 | $2,681-68.1% | $3,900-78.0% | $3,608-76.3% |
| Admin fee / account holder | $47 | $3,395-98.6% | $4,914-99.1% | $5,124-99.1% |