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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 | $7,393 | $103,038-92.8% | $90,324-91.8% | $152,909-95.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 18.07% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $933 | $3,141-70.3% | $2,856-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $2,544 | $4,282-40.6% | $3,885-34.5% | $5,851-56.5% |
| Admin fee / account holder | $219 | $6,177-96.5% | $5,356-95.9% | $11,601-98.1% |