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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 | $10,528 | $107,368-90.2% | $92,915-88.7% | $152,909-93.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 12.60% | 145.64%-133.0pp | 109.45%-96.8pp | 345.46%-332.9pp |
| Employer contribution / active EE | $1,740 | $4,222-58.8% | $3,653-52.4% | $4,764-63.5% |
| Participant deferral / active EE | $3,716 | $4,848-23.3% | $4,238-12.3% | $5,851-36.5% |
| Admin fee / account holder | $257 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |