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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 | $77,814-91.8% | $158,223-96.0% | $86,983-92.7% |
| Participation rate | 97.0% | 68.4%+28.6pp | 79.2%+17.8pp | 69.5%+27.4pp |
| Annual return | 22.47% | 30.54%-8.1pp | 52.09%-29.6pp | 25.83%-3.4pp |
| Employer contribution / active EE | $1,055 | $2,592-59.3% | $4,109-74.3% | $2,584-59.2% |
| Participant deferral / active EE | $2,431 | $3,270-25.7% | $5,467-55.5% | $4,194-42.0% |
| Admin fee / account holder | $129 | $5,879-97.8% | $16,047-99.2% | $7,856-98.4% |