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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 | $7,595 | $112,729-93.3% | $98,716-92.3% | $137,256-94.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 21.46% | 38.48%-17.0pp | 31.81%-10.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,127 | $2,725-58.7% | $2,279-50.6% | $4,156-72.9% |
| Participant deferral / active EE | $1,796 | $4,640-61.3% | $4,048-55.6% | $6,407-72.0% |
| Admin fee / account holder | $121 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |