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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 | $8,727 | $43,423-79.9% | $78,676-88.9% | $55,167-84.2% |
| Participation rate | 75.2% | 68.0%+7.2pp | 73.6%+1.7pp | 69.0%+6.2pp |
| Annual return | 10.52% | 11.53%-1.0pp | 62.19%-51.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $507 | $1,997-74.6% | $2,850-82.2% | $1,963-74.2% |
| Participant deferral / active EE | $1,670 | $2,509-33.4% | $3,517-52.5% | $3,054-45.3% |
| Admin fee / account holder | $137 | $416-67.0% | $4,510-97.0% | $504-72.7% |