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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 | $4,055 | $77,814-94.8% | $158,223-97.4% | $86,983-95.3% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 22.61% | 30.54%-7.9pp | 52.09%-29.5pp | 25.83%-3.2pp |
| Employer contribution / active EE | $992 | $2,592-61.7% | $4,109-75.8% | $2,584-61.6% |
| Participant deferral / active EE | $1,421 | $3,270-56.5% | $5,467-74.0% | $4,194-66.1% |
| Admin fee / account holder | $61 | $5,879-99.0% | $16,047-99.6% | $7,856-99.2% |