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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 | $12,211 | $85,171-85.7% | $172,753-92.9% | $72,976-83.3% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 25.00% | 27.32%-2.3pp | 803.00%-778.0pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,116 | $3,324-66.4% | $5,144-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $1,900 | $3,260-41.7% | $5,198-63.4% | $3,608-47.3% |
| Admin fee / account holder | $74 | $5,880-98.7% | $13,956-99.5% | $5,124-98.6% |