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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 | $9,957 | $106,280-90.6% | $96,538-89.7% | $139,487-92.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 22.00% | 38.48%-16.5pp | 35.74%-13.7pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,534 | $4,107-62.6% | $3,740-59.0% | $4,755-67.7% |
| Participant deferral / active EE | $2,998 | $5,457-45.1% | $4,880-38.6% | $6,713-55.3% |
| Admin fee / account holder | $73 | $7,888-99.1% | $6,737-98.9% | $11,407-99.4% |