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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 | $147,556-95.8% | $129,031-95.2% | $198,609-96.9% |
| Participation rate | 90.0% | 77.2%+12.8pp | 73.4%+16.6pp | 82.4%+7.6pp |
| Annual return | 22.40% | 37.41%-15.0pp | 34.67%-12.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $1,373 | $3,645-62.3% | $3,226-57.5% | $5,055-72.8% |
| Participant deferral / active EE | $2,313 | $5,760-59.8% | $5,217-55.7% | $6,977-66.8% |
| Admin fee / account holder | $120 | $15,467-99.2% | $13,208-99.1% | $19,030-99.4% |