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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 | $10,483 | $95,406-89.0% | $185,849-94.4% | $85,847-87.8% |
| Participation rate | 84.8% | 68.8%+16.1pp | 81.7%+3.1pp | 69.3%+15.5pp |
| Annual return | 27.48% | 23.59%+3.9pp | 122.10%-94.6pp | 318.61%-291.1pp |
| Employer contribution / active EE | $1,039 | $3,314-68.6% | $5,169-79.9% | $2,565-59.5% |
| Participant deferral / active EE | $3,013 | $3,424-12.0% | $5,569-45.9% | $3,952-23.8% |
| Admin fee / account holder | $246 | $7,214-96.6% | $16,244-98.5% | $6,261-96.1% |