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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 | $7,623 | $93,598-91.9% | $135,974-94.4% | $75,173-89.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 15.76% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,678 | $3,538-24.3% | $4,859-44.9% | $2,671+0.3% |
| Participant deferral / active EE | $3,964 | $6,405-38.1% | $7,760-48.9% | $4,126-3.9% |
| Admin fee / account holder | $234 | $6,978-96.7% | $10,767-97.8% | $5,651-95.9% |