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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 | $7,303 | $86,298-91.5% | $111,308-93.4% | $85,847-91.5% |
| Participation rate | 71.8% | 73.3%-1.5pp | 77.3%-5.5pp | 69.3%+2.5pp |
| Annual return | 18.53% | 19.99%-1.5pp | 54.67%-36.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $842 | $2,044-58.8% | $2,732-69.2% | $2,565-67.2% |
| Participant deferral / active EE | $2,390 | $3,641-34.3% | $4,487-46.7% | $3,952-39.5% |
| Admin fee / account holder | $65 | $8,189-99.2% | $7,965-99.2% | $6,261-99.0% |