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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 | $11,144 | $75,832-85.3% | $147,618-92.5% | $59,633-81.3% |
| Participation rate | 83.0% | 71.6%+11.5pp | 84.6%-1.6pp | 68.7%+14.3pp |
| Annual return | 0.69% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $1,450 | $3,485-58.4% | $5,565-73.9% | $2,203-34.1% |
| Participant deferral / active EE | $1,281 | $3,131-59.1% | $4,895-73.8% | $3,192-59.9% |
| Admin fee / account holder | $264 | $5,986-95.6% | $11,612-97.7% | $4,297-93.9% |