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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 | $8,951 | $106,280-91.6% | $96,538-90.7% | $139,487-93.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 22.47% | 38.48%-16.0pp | 35.74%-13.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $1,430 | $4,107-65.2% | $3,740-61.8% | $4,755-69.9% |
| Participant deferral / active EE | $1,425 | $5,457-73.9% | $4,880-70.8% | $6,713-78.8% |
| Admin fee / account holder | $21 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |