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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 | $5,744 | $103,038-94.4% | $90,324-93.6% | $152,909-96.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 14.11% | 95.25%-81.1pp | 78.15%-64.0pp | 345.46%-331.4pp |
| Employer contribution / active EE | $1,476 | $3,141-53.0% | $2,856-48.3% | $4,764-69.0% |
| Participant deferral / active EE | $2,105 | $4,282-50.8% | $3,885-45.8% | $5,851-64.0% |
| Admin fee / account holder | $93 | $6,177-98.5% | $5,356-98.3% | $11,601-99.2% |