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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 | $7,610 | $78,690-90.3% | $161,489-95.3% | $87,485-91.3% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.6pp |
| Annual return | 21.52% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $927 | $2,588-64.2% | $4,268-78.3% | $2,596-64.3% |
| Participant deferral / active EE | $2,365 | $3,311-28.6% | $5,630-58.0% | $4,274-44.7% |
| Admin fee / account holder | $151 | $6,724-97.8% | $16,006-99.1% | $7,775-98.1% |