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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 | $6,368 | $84,518-92.5% | $67,704-90.6% | $125,389-94.9% |
| Participation rate | 86.4% | 74.8%+11.6pp | 67.5%+18.8pp | 83.2%+3.2pp |
| Annual return | 17.77% | 2.57%+15.2pp | 25.41%-7.6pp | 282.24%-264.5pp |
| Employer contribution / active EE | $1,586 | $3,292-51.8% | $2,559-38.0% | $4,866-67.4% |
| Participant deferral / active EE | $2,050 | $4,430-53.7% | $3,585-42.8% | $5,352-61.7% |
| Admin fee / account holder | $67 | $5,340-98.7% | $4,255-98.4% | $9,541-99.3% |