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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 | $7,855 | $84,518-90.7% | $67,704-88.4% | $125,388-93.7% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | 26.71% | 2.57%+24.1pp | 25.41%+1.3pp | 282.24%-255.5pp |
| Employer contribution / active EE | $1,087 | $3,292-67.0% | $2,559-57.5% | $4,866-77.7% |
| Participant deferral / active EE | $2,764 | $4,430-37.6% | $3,585-22.9% | $5,352-48.3% |
| Admin fee / account holder | $128 | $5,340-97.6% | $4,255-97.0% | $9,541-98.7% |