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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 | $13,424 | $84,236-84.1% | $170,435-92.1% | $70,126-80.9% |
| Participation rate | 88.2% | 70.8%+17.4pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 17.60% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,659 | $3,387-51.0% | $5,432-69.5% | $2,343-29.2% |
| Participant deferral / active EE | $2,843 | $3,086-7.9% | $4,939-42.4% | $3,332-14.7% |
| Admin fee / account holder | $241 | $5,698-95.8% | $13,881-98.3% | $4,645-94.8% |