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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 | $8,421 | $77,901-89.2% | $149,717-94.4% | $75,181-88.8% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.8%+7.7pp | 67.2%+19.3pp |
| Annual return | 39.26% | 31.73%+7.5pp | 134.41%-95.2pp | 160.69%-121.4pp |
| Employer contribution / active EE | $1,048 | $3,137-66.6% | $4,820-78.3% | $2,671-60.8% |
| Participant deferral / active EE | $2,792 | $3,411-18.1% | $5,682-50.9% | $4,126-32.3% |
| Admin fee / account holder | $136 | $5,949-97.7% | $13,213-99.0% | $5,650-97.6% |