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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 | $8,782 | $50,554-82.6% | $67,681-87.0% | $87,485-90.0% |
| Participation rate | 86.2% | 67.7%+18.5pp | 73.7%+12.5pp | 68.9%+17.3pp |
| Annual return | 20.07% | 17.81%+2.3pp | 590.58%-570.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,115 | $1,988-43.9% | $2,678-58.4% | $2,596-57.1% |
| Participant deferral / active EE | $1,852 | $2,961-37.5% | $3,976-53.4% | $4,274-56.7% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |