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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 | $6,351 | $76,407-91.7% | $150,298-95.8% | $82,448-92.3% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 22.47% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,055 | $2,614-59.7% | $4,154-74.6% | $2,551-58.7% |
| Participant deferral / active EE | $2,431 | $3,214-24.4% | $5,453-55.4% | $4,139-41.3% |
| Admin fee / account holder | $129 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |