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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 | $4,650 | $61,125-92.4% | $94,057-95.1% | $87,485-94.7% |
| Participation rate | 70.4% | 64.1%+6.3pp | 73.3%-3.0pp | 68.9%+1.4pp |
| Annual return | 27.27% | 35.20%-7.9pp | 480.62%-453.3pp | 26.06%+1.2pp |
| Employer contribution / active EE | $629 | $2,136-70.6% | $2,933-78.6% | $2,596-75.8% |
| Participant deferral / active EE | $1,465 | $3,260-55.1% | $4,709-68.9% | $4,274-65.7% |
| Admin fee / account holder | $256 | $5,629-95.5% | $7,244-96.5% | $7,775-96.7% |