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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 | $156,616-95.2% | $133,346-94.3% | $198,609-96.2% |
| Participation rate | 93.3% | 77.7%+15.6pp | 72.8%+20.5pp | 82.4%+11.0pp |
| Annual return | 21.46% | 44.25%-22.8pp | 36.85%-15.4pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,127 | $3,368-66.5% | $2,853-60.5% | $5,055-77.7% |
| Participant deferral / active EE | $1,796 | $4,920-63.5% | $4,332-58.5% | $6,977-74.3% |
| Admin fee / account holder | $121 | $17,468-99.3% | $14,264-99.2% | $19,030-99.4% |