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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 | $15,379 | $116,203-86.8% | $93,621-83.6% | $152,909-89.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 15.26% | 35.96%-20.7pp | 32.76%-17.5pp | 345.46%-330.2pp |
| Employer contribution / active EE | $910 | $3,219-71.7% | $2,719-66.5% | $4,764-80.9% |
| Participant deferral / active EE | $3,059 | $4,605-33.6% | $4,070-24.8% | $5,851-47.7% |
| Admin fee / account holder | $30 | $10,751-99.7% | $7,890-99.6% | $11,601-99.7% |