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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 | $6,780 | $149,741-95.5% | $118,914-94.3% | $158,982-95.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 75.4%+16.9pp | 82.0%+10.3pp |
| Annual return | 34.35% | 19.94%+14.4pp | 35.89%-1.5pp | 302.99%-268.6pp |
| Employer contribution / active EE | $1,231 | $4,119-70.1% | $3,264-62.3% | $4,763-74.2% |
| Participant deferral / active EE | $1,954 | $5,226-62.6% | $4,266-54.2% | $5,983-67.3% |
| Admin fee / account holder | $99 | $8,607-98.8% | $6,582-98.5% | $11,252-99.1% |