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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 | $6,288 | $114,013-94.5% | $103,693-93.9% | $155,188-95.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.7pp | 80.8%+12.5pp |
| Annual return | 21.84% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,026 | $3,131-67.2% | $2,920-64.9% | $4,248-75.9% |
| Participant deferral / active EE | $1,301 | $4,970-73.8% | $4,579-71.6% | $6,531-80.1% |
| Admin fee / account holder | $75 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |