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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 | $8,128 | $75,959-89.3% | $154,114-94.7% | $64,181-87.3% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | 5.82% | 30.32%-24.5pp | 735.16%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $677 | $3,350-79.8% | $5,298-87.2% | $2,381-71.6% |
| Participant deferral / active EE | $1,528 | $3,175-51.9% | $5,081-69.9% | $3,470-56.0% |
| Admin fee / account holder | $243 | $5,589-95.6% | $13,411-98.2% | $4,887-95.0% |