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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 | $124,980-93.9% | $108,359-93.0% | $154,746-95.1% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 21.46% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,127 | $2,851-60.5% | $2,399-53.0% | $4,379-74.3% |
| Participant deferral / active EE | $1,796 | $4,743-62.1% | $4,137-56.6% | $6,730-73.3% |
| Admin fee / account holder | $121 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |