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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 | $7,676 | $93,346-91.8% | $71,796-89.3% | $273,972-97.2% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.1%+25.0pp | 83.0%+11.1pp |
| Annual return | 14.14% | 130.39%-116.2pp | 78.04%-63.9pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,592 | $2,733-41.8% | $1,924-17.3% | $4,869-67.3% |
| Participant deferral / active EE | $3,771 | $3,475+8.5% | $2,794+34.9% | $5,287-28.7% |
| Admin fee / account holder | $4 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |