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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 | $8,889 | $78,690-88.7% | $161,489-94.5% | $87,485-89.8% |
| Participation rate | 74.4% | 67.5%+6.9pp | 78.7%-4.3pp | 68.9%+5.4pp |
| Annual return | 41.29% | 32.74%+8.6pp | 89.72%-48.4pp | 26.06%+15.2pp |
| Employer contribution / active EE | $395 | $2,588-84.7% | $4,268-90.7% | $2,596-84.8% |
| Participant deferral / active EE | $1,275 | $3,311-61.5% | $5,630-77.4% | $4,274-70.2% |
| Admin fee / account holder | $83 | $6,724-98.8% | $16,006-99.5% | $7,775-98.9% |