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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 | $11,952 | $77,638-84.6% | $156,551-92.4% | $62,881-81.0% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 8.16% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,810 | $3,444-47.4% | $5,501-67.1% | $2,281-20.6% |
| Participant deferral / active EE | $2,541 | $3,046-16.6% | $4,871-47.8% | $3,203-20.7% |
| Admin fee / account holder | $295 | $5,561-94.7% | $13,028-97.7% | $4,296-93.1% |