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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 | $12,121 | $90,486-86.6% | $78,676-84.6% | $273,972-95.6% |
| Participation rate | 79.2% | 76.5%+2.6pp | 73.6%+5.6pp | 83.0%-3.8pp |
| Annual return | 10.63% | 75.62%-65.0pp | 62.19%-51.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $532 | $3,175-83.2% | $2,850-81.3% | $4,869-89.1% |
| Participant deferral / active EE | $1,304 | $3,901-66.6% | $3,517-62.9% | $5,287-75.3% |
| Admin fee / account holder | $93 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |