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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 | $13,226 | $106,923-87.6% | $84,023-84.3% | $152,909-91.4% |
| Participation rate | 81.3% | 75.3%+6.0pp | 69.0%+12.2pp | 82.5%-1.2pp |
| Annual return | 23.31% | 105.02%-81.7pp | 71.32%-48.0pp | 345.46%-322.2pp |
| Employer contribution / active EE | $973 | $2,735-64.4% | $1,984-51.0% | $4,764-79.6% |
| Participant deferral / active EE | $1,707 | $4,013-57.5% | $3,239-47.3% | $5,851-70.8% |
| Admin fee / account holder | $38 | $8,289-99.5% | $6,102-99.4% | $11,601-99.7% |