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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 | $16,150 | $162,812-90.1% | $133,971-87.9% | $158,966-89.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 16.67% | 41.94%-25.3pp | 45.09%-28.4pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,283 | $4,976-74.2% | $3,919-67.3% | $4,762-73.1% |
| Participant deferral / active EE | $1,921 | $5,910-67.5% | $5,047-61.9% | $5,983-67.9% |
| Admin fee / account holder | $91 | $11,741-99.2% | $8,929-99.0% | $11,250-99.2% |