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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 | $78,690-95.2% | $161,489-97.7% | $87,485-95.7% |
| Participation rate | 90.7% | 67.5%+23.3pp | 78.7%+12.0pp | 68.9%+21.8pp |
| Annual return | 19.21% | 32.74%-13.5pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $437 | $2,588-83.1% | $4,268-89.8% | $2,596-83.1% |
| Participant deferral / active EE | $1,290 | $3,311-61.0% | $5,630-77.1% | $4,274-69.8% |
| Admin fee / account holder | $221 | $6,724-96.7% | $16,006-98.6% | $7,775-97.2% |