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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 | $5,105 | $117,846-95.7% | $102,434-95.0% | $145,884-96.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 24.29% | 31.90%-7.6pp | 29.46%-5.2pp | 551.85%-527.6pp |
| Employer contribution / active EE | $1,638 | $3,615-54.7% | $3,023-45.8% | $4,662-64.9% |
| Participant deferral / active EE | $2,031 | $5,733-64.6% | $5,055-59.8% | $6,690-69.6% |
| Admin fee / account holder | $4 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |