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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 | $9,875 | $51,184-80.7% | $66,439-85.1% | $86,983-88.6% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.5%+21.7pp | 69.5%+26.6pp |
| Annual return | 12.01% | 17.07%-5.1pp | 757.66%-745.7pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,324 | $2,023-34.6% | $2,637-49.8% | $2,584-48.8% |
| Participant deferral / active EE | $1,694 | $2,927-42.1% | $3,876-56.3% | $4,194-59.6% |
| Admin fee / account holder | $204 | $4,154-95.1% | $6,173-96.7% | $7,856-97.4% |