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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 | $12,715 | $98,240-87.1% | $82,312-84.6% | $147,586-91.4% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 16.02% | 30.85%-14.8pp | 25.88%-9.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,493 | $3,192-53.2% | $2,428-38.5% | $4,876-69.4% |
| Participant deferral / active EE | $1,931 | $4,383-55.9% | $3,706-47.9% | $5,439-64.5% |
| Admin fee / account holder | $197 | $8,563-97.7% | $5,608-96.5% | $10,886-98.2% |