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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 | $10,539 | $105,856-90.0% | $90,161-88.3% | $147,586-92.9% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%+0.1pp | 82.8%-5.9pp |
| Annual return | 19.12% | 37.63%-18.5pp | 34.89%-15.8pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,973 | $4,126-52.2% | $3,318-40.6% | $4,876-59.5% |
| Participant deferral / active EE | $2,680 | $5,733-53.2% | $5,287-49.3% | $5,439-50.7% |
| Admin fee / account holder | $206 | $8,046-97.4% | $5,943-96.5% | $10,886-98.1% |