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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 | $8,189 | $105,856-92.3% | $90,161-90.9% | $147,585-94.5% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 22.81% | 37.63%-14.8pp | 34.89%-12.1pp | 578.58%-555.8pp |
| Employer contribution / active EE | $1,226 | $4,126-70.3% | $3,318-63.1% | $4,876-74.9% |
| Participant deferral / active EE | $2,159 | $5,733-62.3% | $5,287-59.2% | $5,439-60.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |