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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 | $8,813 | $107,030-91.8% | $73,550-88.0% | $147,586-94.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 54.9%+29.7pp | 82.8%+1.8pp |
| Annual return | 18.92% | 38.25%-19.3pp | -15.16%+34.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,089 | $1,760-38.1% | $1,219-10.6% | $4,876-77.7% |
| Participant deferral / active EE | $1,497 | $2,458-39.1% | $1,804-17.0% | $5,439-72.5% |
| Admin fee / account holder | $44 | $3,055-98.5% | $2,320-98.1% | $10,886-99.6% |