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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 | $11,194 | $117,444-90.5% | $99,479-88.7% | $152,909-92.7% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 22.02% | 31.87%-9.8pp | 30.72%-8.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $734 | $3,014-75.6% | $2,540-71.1% | $4,764-84.6% |
| Participant deferral / active EE | $2,035 | $4,086-50.2% | $3,619-43.8% | $5,851-65.2% |
| Admin fee / account holder | $20 | $7,635-99.7% | $6,253-99.7% | $11,601-99.8% |