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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 | $4,675 | $45,050-89.6% | $63,018-92.6% | $70,126-93.3% |
| Participation rate | 77.3% | 69.5%+7.8pp | 74.8%+2.5pp | 69.5%+7.7pp |
| Annual return | 41.23% | 18.76%+22.5pp | 87.62%-46.4pp | 73.15%-31.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,813 | $2,466+14.1% | $3,330-15.5% | $3,332-15.6% |
| Admin fee / account holder | $13 | $2,834-99.6% | $3,601-99.7% | $4,645-99.7% |