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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 | $10,487 | $84,236-87.6% | $170,435-93.8% | $70,126-85.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.68% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $888 | $3,387-73.8% | $5,432-83.6% | $2,343-62.1% |
| Participant deferral / active EE | $1,926 | $3,086-37.6% | $4,939-61.0% | $3,332-42.2% |
| Admin fee / account holder | $254 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |