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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 | $77,814-95.1% | $158,223-97.6% | $86,983-95.6% |
| Participation rate | 90.7% | 68.4%+22.3pp | 79.2%+11.5pp | 69.5%+21.2pp |
| Annual return | 19.21% | 30.54%-11.3pp | 52.09%-32.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $437 | $2,592-83.1% | $4,109-89.4% | $2,584-83.1% |
| Participant deferral / active EE | $1,290 | $3,270-60.5% | $5,467-76.4% | $4,194-69.2% |
| Admin fee / account holder | $221 | $5,879-96.2% | $16,047-98.6% | $7,856-97.2% |