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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 | $7,535 | $91,179-91.7% | $178,499-95.8% | $79,852-90.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.67% | 24.19%+1.5pp | 151.10%-125.4pp | 31.72%-6.1pp |
| Employer contribution / active EE | $3,610 | $3,256+10.9% | $5,011-28.0% | $2,471+46.1% |
| Participant deferral / active EE | $1,751 | $3,236-45.9% | $5,202-66.3% | $3,740-53.2% |
| Admin fee / account holder | $154 | $6,749-97.7% | $13,986-98.9% | $5,306-97.1% |