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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 | $8,411 | $127,296-93.4% | $109,907-92.3% | $167,536-95.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 14.25% | 22.97%-8.7pp | 29.46%-15.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $992 | $3,325-70.2% | $2,844-65.1% | $4,839-79.5% |
| Participant deferral / active EE | $3,180 | $4,513-29.5% | $4,047-21.4% | $6,342-49.9% |
| Admin fee / account holder | $100 | $7,119-98.6% | $6,069-98.4% | $12,315-99.2% |