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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 | $9,141 | $112,729-91.9% | $98,716-90.7% | $137,256-93.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 20.87% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $502 | $2,725-81.6% | $2,279-78.0% | $4,156-87.9% |
| Participant deferral / active EE | $1,501 | $4,640-67.7% | $4,048-62.9% | $6,407-76.6% |
| Admin fee / account holder | $88 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |