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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 | $7,550 | $124,351-93.9% | $109,188-93.1% | $167,553-95.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 32.86% | 26.04%+6.8pp | 25.76%+7.1pp | 478.89%-446.0pp |
| Employer contribution / active EE | $1,545 | $4,210-63.3% | $3,723-58.5% | $4,840-68.1% |
| Participant deferral / active EE | $1,545 | $5,257-70.6% | $4,654-66.8% | $6,343-75.6% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |