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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 | $8,580 | $75,959-88.7% | $154,114-94.4% | $64,181-86.6% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | 1.96% | 30.32%-28.4pp | 735.16%-733.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $847 | $3,350-74.7% | $5,298-84.0% | $2,381-64.4% |
| Participant deferral / active EE | $1,417 | $3,175-55.4% | $5,081-72.1% | $3,470-59.2% |
| Admin fee / account holder | $128 | $5,589-97.7% | $13,411-99.0% | $4,887-97.4% |