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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 | $9,130 | $103,387-91.2% | $87,102-89.5% | $152,885-94.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 32.87% | 28.10%+4.8pp | 28.19%+4.7pp | 345.39%-312.5pp |
| Employer contribution / active EE | $1,258 | $3,221-60.9% | $2,521-50.1% | $4,763-73.6% |
| Participant deferral / active EE | $2,475 | $4,778-48.2% | $4,048-38.9% | $5,851-57.7% |
| Admin fee / account holder | $36 | $12,193-99.7% | $7,491-99.5% | $11,598-99.7% |