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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 | $3,310 | $48,078-93.1% | $78,676-95.8% | $62,881-94.7% |
| Participation rate | 72.7% | 65.2%+7.5pp | 73.6%-0.8pp | 69.3%+3.4pp |
| Annual return | 27.25% | 31.36%-4.1pp | 62.19%-34.9pp | 20.14%+7.1pp |
| Employer contribution / active EE | $256 | $2,015-87.3% | $2,850-91.0% | $2,281-88.8% |
| Participant deferral / active EE | $2,008 | $2,587-22.4% | $3,517-42.9% | $3,203-37.3% |
| Admin fee / account holder | $221 | $3,206-93.1% | $4,510-95.1% | $4,296-94.9% |