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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 | $2,488 | $53,777-95.4% | $134,155-98.1% | $79,858-96.9% |
| Participation rate | 89.6% | 58.8%+30.8pp | 72.2%+17.4pp | 69.6%+19.9pp |
| Annual return | 57.93% | 19.01%+38.9pp | 36.34%+21.6pp | 31.72%+26.2pp |
| Employer contribution / active EE | $257 | $1,321-80.6% | $3,705-93.1% | $2,471-89.6% |
| Participant deferral / active EE | $1,717 | $2,420-29.1% | $3,500-50.9% | $3,740-54.1% |
| Admin fee / account holder | $233 | $3,984-94.1% | $6,685-96.5% | $5,306-95.6% |