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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 | $8,731 | $118,708-92.6% | $98,920-91.2% | $158,982-94.5% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 15.41% | 372.49%-357.1pp | 196.47%-181.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $954 | $3,334-71.4% | $2,689-64.5% | $4,763-80.0% |
| Participant deferral / active EE | $2,553 | $5,089-49.8% | $4,245-39.9% | $5,983-57.3% |
| Admin fee / account holder | $194 | $10,134-98.1% | $6,643-97.1% | $11,252-98.3% |