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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 | $15,893 | $87,225-81.8% | $158,226-90.0% | $94,015-83.1% |
| Participation rate | 86.2% | 67.9%+18.3pp | 74.8%+11.4pp | 70.8%+15.4pp |
| Annual return | 16.83% | 16.34%+0.5pp | 501.41%-484.6pp | 17.84%-1.0pp |
| Employer contribution / active EE | $842 | $2,217-62.0% | $2,986-71.8% | $2,790-69.8% |
| Participant deferral / active EE | $2,421 | $3,405-28.9% | $4,317-43.9% | $4,249-43.0% |
| Admin fee / account holder | $252 | $7,888-96.8% | $10,217-97.5% | $8,951-97.2% |