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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 | $9,699 | $110,337-91.2% | $102,383-90.5% | $145,877-93.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.50% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,286 | $4,216-69.5% | $3,870-66.8% | $4,663-72.4% |
| Participant deferral / active EE | $2,058 | $5,621-63.4% | $5,060-59.3% | $6,691-69.2% |
| Admin fee / account holder | $63 | $9,750-99.4% | $8,391-99.2% | $13,402-99.5% |