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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 | $6,870 | $100,279-93.1% | $81,353-91.6% | $145,884-95.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 15.99% | 34.49%-18.5pp | 24.82%-8.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,373 | $2,979-53.9% | $2,464-44.3% | $4,662-70.5% |
| Participant deferral / active EE | $1,748 | $4,611-62.1% | $3,885-55.0% | $6,690-73.9% |
| Admin fee / account holder | $9 | $8,206-99.9% | $5,766-99.8% | $13,392-99.9% |