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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 | $7,638 | $100,911-92.4% | $90,440-91.6% | $158,966-95.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.16% | 1726.62%-1706.5pp | 1294.38%-1274.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $432 | $3,690-88.3% | $3,263-86.8% | $4,762-90.9% |
| Participant deferral / active EE | $1,700 | $4,348-60.9% | $3,964-57.1% | $5,983-71.6% |
| Admin fee / account holder | $79 | $6,507-98.8% | $5,615-98.6% | $11,250-99.3% |