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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 | $4,359 | $48,118-90.9% | $136,833-96.8% | $94,015-95.4% |
| Participation rate | 71.9% | 47.4%+24.5pp | 59.0%+12.9pp | 70.8%+1.1pp |
| Annual return | 23.39% | 14.65%+8.7pp | 35.32%-11.9pp | 17.84%+5.5pp |
| Employer contribution / active EE | $828 | $821+0.8% | $1,319-37.2% | $2,790-70.3% |
| Participant deferral / active EE | $1,268 | $1,651-23.2% | $2,441-48.0% | $4,249-70.2% |
| Admin fee / account holder | $132 | $3,059-95.7% | $4,706-97.2% | $8,951-98.5% |