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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 | $10,752 | $109,372-90.2% | $89,414-88.0% | $158,966-93.2% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 18.96% | 345.55%-326.6pp | 245.50%-226.5pp | 302.95%-284.0pp |
| Employer contribution / active EE | $760 | $3,171-76.0% | $2,586-70.6% | $4,762-84.0% |
| Participant deferral / active EE | $1,904 | $4,598-58.6% | $3,890-51.1% | $5,983-68.2% |
| Admin fee / account holder | $64 | $6,156-99.0% | $4,883-98.7% | $11,250-99.4% |