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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 | $78,690-94.3% | $161,489-97.2% | $87,485-94.9% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 19.24% | 32.74%-13.5pp | 89.72%-70.5pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,024 | $2,588-60.4% | $4,268-76.0% | $2,596-60.5% |
| Participant deferral / active EE | $1,326 | $3,311-59.9% | $5,630-76.4% | $4,274-69.0% |
| Admin fee / account holder | $254 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |