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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 | $12,820 | $105,856-87.9% | $90,161-85.8% | $147,585-91.3% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 21.16% | 37.63%-16.5pp | 34.89%-13.7pp | 578.58%-557.4pp |
| Employer contribution / active EE | $1,756 | $4,126-57.4% | $3,318-47.1% | $4,876-64.0% |
| Participant deferral / active EE | $3,489 | $5,733-39.1% | $5,287-34.0% | $5,439-35.8% |
| Admin fee / account holder | $27 | $8,046-99.7% | $5,943-99.5% | $10,886-99.8% |