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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 | $4,899 | $76,407-93.6% | $150,298-96.7% | $82,448-94.1% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 25.45% | 39.99%-14.5pp | 62.79%-37.3pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,223 | $2,614-53.2% | $4,154-70.6% | $2,551-52.1% |
| Participant deferral / active EE | $1,649 | $3,214-48.7% | $5,453-69.8% | $4,139-60.2% |
| Admin fee / account holder | $299 | $6,352-95.3% | $14,116-97.9% | $7,234-95.9% |