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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 | $11,329 | $77,634-85.4% | $156,551-92.8% | $62,891-82.0% |
| Participation rate | 76.5% | 71.2%+5.3pp | 84.0%-7.5pp | 69.3%+7.2pp |
| Annual return | 12.29% | 50.32%-38.0pp | 32.23%-19.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $769 | $3,444-77.7% | $5,501-86.0% | $2,281-66.3% |
| Participant deferral / active EE | $1,160 | $3,045-61.9% | $4,871-76.2% | $3,203-63.8% |
| Admin fee / account holder | $41 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |