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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 | $15,209 | $113,338-86.6% | $94,993-84.0% | $147,586-89.7% |
| Participation rate | 92.9% | 78.0%+14.9pp | 73.9%+19.0pp | 82.8%+10.0pp |
| Annual return | 13.29% | 20.80%-7.5pp | 27.14%-13.9pp | 578.59%-565.3pp |
| Employer contribution / active EE | $671 | $3,160-78.8% | $2,603-74.2% | $4,876-86.2% |
| Participant deferral / active EE | $579 | $3,777-84.7% | $3,317-82.5% | $5,439-89.4% |
| Admin fee / account holder | $250 | $6,063-95.9% | $4,960-95.0% | $10,886-97.7% |