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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 | $10,221 | $123,155-91.7% | $108,753-90.6% | $155,188-93.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 23.85% | 44.73%-20.9pp | 37.47%-13.6pp | 148.84%-125.0pp |
| Employer contribution / active EE | $652 | $2,811-76.8% | $2,427-73.1% | $4,248-84.7% |
| Participant deferral / active EE | $4,107 | $4,623-11.2% | $4,115-0.2% | $6,531-37.1% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,320-99.7% | $14,480-99.8% |