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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 | $10,008 | $110,410-90.9% | $102,437-90.2% | $145,897-93.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.37% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $981 | $4,217-76.7% | $3,871-74.7% | $4,663-79.0% |
| Participant deferral / active EE | $2,583 | $5,622-54.1% | $5,060-49.0% | $6,689-61.4% |
| Admin fee / account holder | $24 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |