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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 | $78,690-93.8% | $161,489-97.0% | $87,485-94.4% |
| Participation rate | 80.6% | 67.5%+13.2pp | 78.7%+1.9pp | 68.9%+11.7pp |
| Annual return | 25.45% | 32.74%-7.3pp | 89.72%-64.3pp | 26.06%-0.6pp |
| Employer contribution / active EE | $1,223 | $2,588-52.7% | $4,268-71.3% | $2,596-52.9% |
| Participant deferral / active EE | $1,649 | $3,311-50.2% | $5,630-70.7% | $4,274-61.4% |
| Admin fee / account holder | $299 | $6,724-95.5% | $16,006-98.1% | $7,775-96.2% |