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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 | $7,915 | $85,790-90.8% | $67,313-88.2% | $135,380-94.2% |
| Participation rate | 94.1% | 76.5%+17.7pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | 48.48% | -0.54%+49.0pp | -4.08%+52.6pp | 519.81%-471.3pp |
| Employer contribution / active EE | $1,952 | $3,487-44.0% | $2,566-23.9% | $4,779-59.2% |
| Participant deferral / active EE | $2,080 | $4,651-55.3% | $3,568-41.7% | $5,609-62.9% |
| Admin fee / account holder | $185 | $6,392-97.1% | $4,507-95.9% | $10,828-98.3% |