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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 | $3,856 | $41,377-90.7% | $109,313-96.5% | $62,881-93.9% |
| Participation rate | 76.9% | 57.5%+19.4pp | 71.3%+5.7pp | 69.3%+7.6pp |
| Annual return | 19.32% | 11.05%+8.3pp | 22.07%-2.8pp | 20.14%-0.8pp |
| Employer contribution / active EE | $753 | $1,276-41.0% | $3,892-80.6% | $2,281-67.0% |
| Participant deferral / active EE | $1,323 | $2,045-35.3% | $3,166-58.2% | $3,203-58.7% |
| Admin fee / account holder | $1 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |