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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 | $9,260 | $208,088-95.6% | $186,193-95.0% | $154,746-94.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 26.07% | 89.97%-63.9pp | 78.03%-52.0pp | 172.34%-146.3pp |
| Employer contribution / active EE | $1,550 | $4,340-64.3% | $3,918-60.4% | $4,379-64.6% |
| Participant deferral / active EE | $1,761 | $7,078-75.1% | $6,513-73.0% | $6,730-73.8% |
| Admin fee / account holder | $287 | $11,698-97.5% | $11,058-97.4% | $14,365-98.0% |