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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 | $4,608 | $54,763-91.6% | $90,324-94.9% | $72,976-93.7% |
| Participation rate | 77.4% | 65.2%+12.3pp | 73.3%+4.1pp | 69.5%+7.9pp |
| Annual return | 41.80% | 30.63%+11.2pp | 78.15%-36.4pp | 81.02%-39.2pp |
| Employer contribution / active EE | $404 | $2,093-80.7% | $2,856-85.8% | $2,440-83.4% |
| Participant deferral / active EE | $1,801 | $2,887-37.6% | $3,885-53.6% | $3,608-50.1% |
| Admin fee / account holder | $58 | $3,973-98.5% | $5,356-98.9% | $5,124-98.9% |