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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 | $4,232 | $78,690-94.6% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 84.4% | 67.5%+16.9pp | 78.7%+5.7pp | 68.9%+15.4pp |
| Annual return | 24.91% | 32.74%-7.8pp | 89.72%-64.8pp | 26.06%-1.2pp |
| Employer contribution / active EE | $857 | $2,588-66.9% | $4,268-79.9% | $2,596-67.0% |
| Participant deferral / active EE | $1,757 | $3,311-46.9% | $5,630-68.8% | $4,274-58.9% |
| Admin fee / account holder | $112 | $6,724-98.3% | $16,006-99.3% | $7,775-98.6% |