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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 | $9,931 | $111,830-91.1% | $93,696-89.4% | $145,884-93.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 13.64% | 204.08%-190.4pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $826 | $3,093-73.3% | $2,422-65.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,866 | $4,920-62.1% | $4,417-57.8% | $6,690-72.1% |
| Admin fee / account holder | $48 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |