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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 | $10,040 | $124,980-92.0% | $108,359-90.7% | $154,746-93.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 19.62% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $829 | $2,851-70.9% | $2,399-65.5% | $4,379-81.1% |
| Participant deferral / active EE | $1,658 | $4,743-65.0% | $4,137-59.9% | $6,730-75.4% |
| Admin fee / account holder | $258 | $11,502-97.8% | $9,741-97.4% | $14,365-98.2% |