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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 | $7,256 | $115,225-93.7% | $100,712-92.8% | $138,895-94.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 15.88% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,609 | $4,699-65.8% | $4,085-60.6% | $6,396-74.8% |
| Admin fee / account holder | $95 | $10,844-99.1% | $9,256-99.0% | $12,562-99.2% |