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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 | $7,966 | $116,203-93.1% | $93,621-91.5% | $152,909-94.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.8%+19.2pp | 82.5%+12.5pp |
| Annual return | 28.35% | 35.96%-7.6pp | 32.76%-4.4pp | 345.46%-317.1pp |
| Employer contribution / active EE | $896 | $3,219-72.2% | $2,719-67.0% | $4,764-81.2% |
| Participant deferral / active EE | $2,420 | $4,605-47.4% | $4,070-40.5% | $5,851-58.6% |
| Admin fee / account holder | $95 | $10,751-99.1% | $7,890-98.8% | $11,601-99.2% |