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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 | $6,756 | $81,358-91.7% | $155,556-95.7% | $80,959-91.7% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 17.06% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $746 | $3,106-76.0% | $4,675-84.1% | $2,757-73.0% |
| Participant deferral / active EE | $1,566 | $3,455-54.7% | $5,631-72.2% | $4,300-63.6% |
| Admin fee / account holder | $34 | $7,994-99.6% | $15,885-99.8% | $6,925-99.5% |