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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 | $9,712 | $110,337-91.2% | $102,383-90.5% | $145,877-93.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 21.74% | 24.83%-3.1pp | 24.94%-3.2pp | 551.28%-529.5pp |
| Employer contribution / active EE | $2,322 | $4,216-44.9% | $3,870-40.0% | $4,663-50.2% |
| Participant deferral / active EE | $3,940 | $5,621-29.9% | $5,060-22.1% | $6,691-41.1% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,391-99.5% | $13,402-99.7% |