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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 | $6,239 | $108,882-94.3% | $96,754-93.6% | $154,746-96.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 22.40% | 98.39%-76.0pp | 82.04%-59.6pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,373 | $3,018-54.5% | $2,679-48.8% | $4,379-68.7% |
| Participant deferral / active EE | $2,313 | $5,323-56.5% | $4,758-51.4% | $6,730-65.6% |
| Admin fee / account holder | $120 | $10,200-98.8% | $8,905-98.6% | $14,365-99.2% |