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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 | $8,030 | $77,920-89.7% | $149,723-94.6% | $75,177-89.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.62% | 31.72%-5.1pp | 134.50%-107.9pp | 160.75%-134.1pp |
| Employer contribution / active EE | $3,830 | $3,138+22.0% | $4,821-20.6% | $2,671+43.4% |
| Participant deferral / active EE | $2,992 | $3,411-12.3% | $5,682-47.3% | $4,126-27.5% |
| Admin fee / account holder | $240 | $5,951-96.0% | $13,215-98.2% | $5,651-95.8% |