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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 | $6,937 | $112,729-93.8% | $98,716-93.0% | $137,256-94.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 24.54% | 38.48%-13.9pp | 31.81%-7.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,436 | $2,725-47.3% | $2,279-37.0% | $4,156-65.4% |
| Participant deferral / active EE | $2,253 | $4,640-51.4% | $4,048-44.3% | $6,407-64.8% |
| Admin fee / account holder | $121 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |