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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 | $3,794 | $76,407-95.0% | $150,298-97.5% | $82,448-95.4% |
| Participation rate | 90.7% | 66.4%+24.3pp | 77.8%+13.0pp | 68.1%+22.7pp |
| Annual return | 19.21% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $437 | $2,614-83.3% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $1,290 | $3,214-59.9% | $5,453-76.3% | $4,139-68.8% |
| Admin fee / account holder | $221 | $6,352-96.5% | $14,116-98.4% | $7,234-96.9% |