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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 | $11,166 | $110,212-89.9% | $96,534-88.4% | $139,466-92.0% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 19.47% | 26.42%-6.9pp | 25.88%-6.4pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,232 | $3,620-66.0% | $2,965-58.5% | $4,754-74.1% |
| Participant deferral / active EE | $1,733 | $5,547-68.8% | $4,851-64.3% | $6,712-74.2% |
| Admin fee / account holder | $28 | $11,599-99.8% | $8,253-99.7% | $11,409-99.8% |