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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 | $3,095 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 31.94% | 39.99%-8.0pp | 62.79%-30.8pp | 41.64%-9.7pp |
| Employer contribution / active EE | $719 | $2,614-72.5% | $4,154-82.7% | $2,551-71.8% |
| Participant deferral / active EE | $1,206 | $3,214-62.5% | $5,453-77.9% | $4,139-70.9% |
| Admin fee / account holder | $60 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |