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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 | $11,732 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 75.3% | 70.8%+4.5pp | 83.6%-8.3pp | 69.5%+5.8pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $682 | $3,387-79.9% | $5,432-87.4% | $2,343-70.9% |
| Participant deferral / active EE | $1,600 | $3,086-48.1% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $266 | $5,698-95.3% | $13,881-98.1% | $4,645-94.3% |