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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 | $13,302 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 16.01% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,010 | $3,387-70.2% | $5,432-81.4% | $2,343-56.9% |
| Participant deferral / active EE | $1,250 | $3,086-59.5% | $4,939-74.7% | $3,332-62.5% |
| Admin fee / account holder | $164 | $5,698-97.1% | $13,881-98.8% | $4,645-96.5% |