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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 | $15,470 | $78,707-80.3% | $117,861-86.9% | $70,126-77.9% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 16.64% | 23.30%-6.7pp | 335.11%-318.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $921 | $2,223-58.6% | $3,786-75.7% | $2,343-60.7% |
| Participant deferral / active EE | $1,884 | $3,297-42.9% | $4,482-58.0% | $3,332-43.4% |
| Admin fee / account holder | $72 | $5,066-98.6% | $8,021-99.1% | $4,645-98.5% |