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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 | $115,225-94.0% | $100,712-93.1% | $138,895-95.0% |
| Participation rate | 95.2% | 74.3%+20.9pp | 69.3%+26.0pp | 79.9%+15.3pp |
| Annual return | 24.54% | 40.35%-15.8pp | 33.27%-8.7pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,436 | $2,771-48.2% | $2,313-37.9% | $4,194-65.8% |
| Participant deferral / active EE | $2,253 | $4,699-52.1% | $4,085-44.9% | $6,396-64.8% |
| Admin fee / account holder | $121 | $10,844-98.9% | $9,256-98.7% | $12,562-99.0% |