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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 | $9,621 | $95,415-89.9% | $185,851-94.8% | $85,851-88.8% |
| Participation rate | 88.6% | 68.8%+19.9pp | 81.7%+6.9pp | 69.3%+19.3pp |
| Annual return | 20.42% | 23.59%-3.2pp | 122.11%-101.7pp | 318.63%-298.2pp |
| Employer contribution / active EE | $740 | $3,314-77.7% | $5,168-85.7% | $2,565-71.2% |
| Participant deferral / active EE | $1,525 | $3,424-55.5% | $5,569-72.6% | $3,952-61.4% |
| Admin fee / account holder | $292 | $7,215-95.9% | $16,245-98.2% | $6,261-95.3% |