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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 | $2,988 | $81,331-96.3% | $155,534-98.1% | $80,935-96.3% |
| Participation rate | 82.1% | 66.3%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 34.34% | 33.37%+1.0pp | 64.92%-30.6pp | 35.66%-1.3pp |
| Employer contribution / active EE | $860 | $3,105-72.3% | $4,675-81.6% | $2,757-68.8% |
| Participant deferral / active EE | $1,913 | $3,454-44.6% | $5,630-66.0% | $4,299-55.5% |
| Admin fee / account holder | $43 | $7,999-99.5% | $15,900-99.7% | $6,924-99.4% |