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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 | $9,613 | $84,236-88.6% | $170,435-94.4% | $70,126-86.3% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 13.90% | 23.06%-9.2pp | 205.94%-192.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $555 | $3,387-83.6% | $5,432-89.8% | $2,343-76.3% |
| Participant deferral / active EE | $944 | $3,086-69.4% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $99 | $5,698-98.3% | $13,881-99.3% | $4,645-97.9% |