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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 | $12,465 | $84,236-85.2% | $170,435-92.7% | $70,126-82.2% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 14.37% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $682 | $3,387-79.9% | $5,432-87.5% | $2,343-70.9% |
| Participant deferral / active EE | $1,134 | $3,086-63.3% | $4,939-77.0% | $3,332-66.0% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |