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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 | $14,050 | $65,961-78.7% | $180,320-92.2% | $94,015-85.1% |
| Participation rate | 75.8% | 61.3%+14.5pp | 71.5%+4.2pp | 70.8%+4.9pp |
| Annual return | 14.47% | 14.27%+0.2pp | 778.54%-764.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $768 | $1,737-55.8% | $4,108-81.3% | $2,790-72.5% |
| Participant deferral / active EE | $1,816 | $3,003-39.5% | $4,304-57.8% | $4,249-57.3% |
| Admin fee / account holder | $220 | $4,901-95.5% | $10,000-97.8% | $8,951-97.5% |