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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 | $4,348 | $81,358-94.7% | $155,556-97.2% | $80,959-94.6% |
| Participation rate | 70.7% | 66.3%+4.5pp | 78.2%-7.5pp | 67.7%+3.1pp |
| Annual return | 14.92% | 33.39%-18.5pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $639 | $3,106-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $1,018 | $3,455-70.5% | $5,631-81.9% | $4,300-76.3% |
| Admin fee / account holder | $83 | $7,994-99.0% | $15,885-99.5% | $6,925-98.8% |