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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 | $13,582 | $84,236-83.9% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 36.14% | 23.06%+13.1pp | 205.94%-169.8pp | 73.15%-37.0pp |
| Employer contribution / active EE | $530 | $3,387-84.4% | $5,432-90.3% | $2,343-77.4% |
| Participant deferral / active EE | $1,574 | $3,086-49.0% | $4,939-68.1% | $3,332-52.8% |
| Admin fee / account holder | $37 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |