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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 | $7,605 | $107,030-92.9% | $73,550-89.7% | $147,586-94.8% |
| Participation rate | 94.7% | 66.4%+28.4pp | 54.9%+39.8pp | 82.8%+11.9pp |
| Annual return | 8.13% | 38.25%-30.1pp | -15.16%+23.3pp | 578.59%-570.5pp |
| Employer contribution / active EE | $3,172 | $1,760+80.2% | $1,219+160.2% | $4,876-34.9% |
| Participant deferral / active EE | $2,665 | $2,458+8.4% | $1,804+47.7% | $5,439-51.0% |
| Admin fee / account holder | $30 | $3,055-99.0% | $2,320-98.7% | $10,886-99.7% |