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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 | $4,314 | $88,707-95.1% | $74,184-94.2% | $273,972-98.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 35.59% | 11.94%+23.6pp | 17.74%+17.9pp | 41.46%-5.9pp |
| Employer contribution / active EE | $777 | $3,159-75.4% | $2,370-67.2% | $4,869-84.0% |
| Participant deferral / active EE | $1,377 | $4,212-67.3% | $3,550-61.2% | $5,287-74.0% |
| Admin fee / account holder | $178 | $8,717-98.0% | $5,586-96.8% | $10,133-98.2% |