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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 | $7,119 | $116,203-93.9% | $93,621-92.4% | $152,909-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.24% | 35.96%-15.7pp | 32.76%-12.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,630 | $3,219-49.4% | $2,719-40.1% | $4,764-65.8% |
| Participant deferral / active EE | $2,956 | $4,605-35.8% | $4,070-27.4% | $5,851-49.5% |
| Admin fee / account holder | $128 | $10,751-98.8% | $7,890-98.4% | $11,601-98.9% |