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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 | $10,357 | $111,814-90.7% | $103,378-90.0% | $145,978-92.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.45% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,587 | $4,215-62.3% | $3,870-59.0% | $4,662-66.0% |
| Participant deferral / active EE | $3,821 | $5,618-32.0% | $5,058-24.4% | $6,690-42.9% |
| Admin fee / account holder | $61 | $9,764-99.4% | $8,401-99.3% | $13,400-99.5% |