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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 | $10,681 | $84,233-87.3% | $170,436-93.7% | $70,131-84.8% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.94%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $827 | $3,387-75.6% | $5,433-84.8% | $2,342-64.7% |
| Participant deferral / active EE | $918 | $3,086-70.3% | $4,939-81.4% | $3,332-72.5% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |