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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 | $7,292 | $108,285-93.3% | $77,552-90.6% | $158,982-95.4% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 4.42% | 31.69%-27.3pp | 54.82%-50.4pp | 302.99%-298.6pp |
| Employer contribution / active EE | $381 | $1,325-71.2% | $987-61.4% | $4,763-92.0% |
| Participant deferral / active EE | $2,546 | $2,455+3.7% | $1,861+36.8% | $5,983-57.5% |
| Admin fee / account holder | $203 | $3,709-94.5% | $2,859-92.9% | $11,252-98.2% |