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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 | $4,471 | $77,814-94.3% | $158,223-97.2% | $86,983-94.9% |
| Participation rate | 87.1% | 68.4%+18.7pp | 79.2%+7.9pp | 69.5%+17.6pp |
| Annual return | 19.24% | 30.54%-11.3pp | 52.09%-32.8pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,024 | $2,592-60.5% | $4,109-75.1% | $2,584-60.4% |
| Participant deferral / active EE | $1,326 | $3,270-59.4% | $5,467-75.7% | $4,194-68.4% |
| Admin fee / account holder | $254 | $5,879-95.7% | $16,047-98.4% | $7,856-96.8% |