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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 | $7,630 | $103,008-92.6% | $90,304-91.6% | $152,897-95.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 23.02% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,460 | $3,139-53.5% | $2,855-48.9% | $4,764-69.3% |
| Participant deferral / active EE | $2,272 | $4,281-46.9% | $3,885-41.5% | $5,851-61.2% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |