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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 | $6,164 | $90,509-93.2% | $78,693-92.2% | $273,968-97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 75.61%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $747 | $3,175-76.5% | $2,850-73.8% | $4,869-84.6% |
| Participant deferral / active EE | $562 | $3,901-85.6% | $3,517-84.0% | $5,287-89.4% |
| Admin fee / account holder | $275 | $5,264-94.8% | $4,511-93.9% | $10,132-97.3% |