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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 | $8,089 | $91,037-91.1% | $71,671-88.7% | $147,586-94.5% |
| Participation rate | 76.9% | 76.1%+0.8pp | 68.7%+8.2pp | 82.8%-5.9pp |
| Annual return | 28.24% | 20.48%+7.8pp | 20.65%+7.6pp | 578.59%-550.4pp |
| Employer contribution / active EE | $1,416 | $3,327-57.4% | $2,460-42.4% | $4,876-71.0% |
| Participant deferral / active EE | $1,855 | $4,498-58.8% | $3,438-46.0% | $5,439-65.9% |
| Admin fee / account holder | $2 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |