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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 | $3,987 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 24.28% | 75.62%-51.3pp | 62.19%-37.9pp | 41.46%-17.2pp |
| Employer contribution / active EE | $1,254 | $3,175-60.5% | $2,850-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $1,455 | $3,901-62.7% | $3,517-58.6% | $5,287-72.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |