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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 | $10,541 | $110,410-90.5% | $102,437-89.7% | $145,897-92.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.40% | 24.85%-11.5pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,215 | $4,217-71.2% | $3,871-68.6% | $4,663-73.9% |
| Participant deferral / active EE | $2,723 | $5,622-51.6% | $5,060-46.2% | $6,689-59.3% |
| Admin fee / account holder | $45 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |