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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 | $10,646 | $98,766-89.2% | $149,730-92.9% | $79,852-86.7% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 23.05% | 27.43%-4.4pp | 276.70%-253.6pp | 31.72%-8.7pp |
| Employer contribution / active EE | $1,959 | $3,217-39.1% | $4,645-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $3,313 | $5,681-41.7% | $6,843-51.6% | $3,740-11.4% |
| Admin fee / account holder | $121 | $6,052-98.0% | $9,310-98.7% | $5,306-97.7% |