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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 | $7,449 | $101,063-92.6% | $81,473-90.9% | $147,586-95.0% |
| Participation rate | 79.2% | 74.5%+4.7pp | 68.0%+11.2pp | 82.8%-3.7pp |
| Annual return | 12.52% | 32.41%-19.9pp | 38.78%-26.3pp | 578.59%-566.1pp |
| Employer contribution / active EE | $927 | $3,206-71.1% | $2,568-63.9% | $4,876-81.0% |
| Participant deferral / active EE | $972 | $4,242-77.1% | $3,537-72.5% | $5,439-82.1% |
| Admin fee / account holder | $136 | $5,812-97.7% | $4,561-97.0% | $10,886-98.7% |