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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 | $10,036 | $84,236-88.1% | $170,435-94.1% | $70,126-85.7% |
| Participation rate | 76.1% | 70.8%+5.3pp | 83.6%-7.5pp | 69.5%+6.5pp |
| Annual return | 24.77% | 23.06%+1.7pp | 205.94%-181.2pp | 73.15%-48.4pp |
| Employer contribution / active EE | $1,019 | $3,387-69.9% | $5,432-81.2% | $2,343-56.5% |
| Participant deferral / active EE | $1,690 | $3,086-45.2% | $4,939-65.8% | $3,332-49.3% |
| Admin fee / account holder | $86 | $5,698-98.5% | $13,881-99.4% | $4,645-98.2% |