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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 | $7,379 | $78,705-90.6% | $117,860-93.7% | $70,124-89.5% |
| Participation rate | 70.0% | 73.2%-3.2pp | 79.7%-9.7pp | 69.5%+0.5pp |
| Annual return | 12.85% | 23.30%-10.5pp | 335.10%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $911 | $2,223-59.0% | $3,786-75.9% | $2,342-61.1% |
| Participant deferral / active EE | $1,617 | $3,297-51.0% | $4,482-63.9% | $3,332-51.5% |
| Admin fee / account holder | $255 | $5,065-95.0% | $8,021-96.8% | $4,645-94.5% |