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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 | $3,356 | $114,013-97.1% | $103,693-96.8% | $155,188-97.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 21.69% | 49.31%-27.6pp | 47.61%-25.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,363 | $3,131-56.5% | $2,920-53.3% | $4,248-67.9% |
| Participant deferral / active EE | $1,581 | $4,970-68.2% | $4,579-65.5% | $6,531-75.8% |
| Admin fee / account holder | $165 | $8,407-98.0% | $7,858-97.9% | $14,480-98.9% |