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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 | $112,729-91.1% | $98,716-89.8% | $137,256-92.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 19.62% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $829 | $2,725-69.6% | $2,279-63.6% | $4,156-80.1% |
| Participant deferral / active EE | $1,658 | $4,640-64.3% | $4,048-59.0% | $6,407-74.1% |
| Admin fee / account holder | $258 | $10,129-97.5% | $8,703-97.0% | $12,270-97.9% |