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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 | $9,779 | $84,236-88.4% | $170,439-94.3% | $70,124-86.1% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 19.35% | 23.06%-3.7pp | 205.94%-186.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,653 | $3,387-51.2% | $5,433-69.6% | $2,342-29.4% |
| Participant deferral / active EE | $2,704 | $3,086-12.4% | $4,939-45.2% | $3,332-18.8% |
| Admin fee / account holder | $102 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |