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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 | $6,214 | $78,707-92.1% | $117,861-94.7% | $70,126-91.1% |
| Participation rate | 92.4% | 73.2%+19.2pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 21.67% | 23.30%-1.6pp | 335.11%-313.4pp | 73.15%-51.5pp |
| Employer contribution / active EE | $743 | $2,223-66.6% | $3,786-80.4% | $2,343-68.3% |
| Participant deferral / active EE | $1,964 | $3,297-40.4% | $4,482-56.2% | $3,332-41.0% |
| Admin fee / account holder | $118 | $5,066-97.7% | $8,021-98.5% | $4,645-97.5% |