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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 | $12,417 | $63,861-80.6% | $104,625-88.1% | $79,852-84.5% |
| Participation rate | 73.8% | 64.9%+8.8pp | 74.1%-0.3pp | 69.6%+4.1pp |
| Annual return | 18.51% | 21.30%-2.8pp | 340.60%-322.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $778 | $1,588-51.0% | $2,681-71.0% | $2,471-68.5% |
| Participant deferral / active EE | $1,320 | $2,693-51.0% | $3,738-64.7% | $3,740-64.7% |
| Admin fee / account holder | $268 | $4,185-93.6% | $6,465-95.9% | $5,306-95.0% |