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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 | $6,555 | $90,509-92.8% | $78,693-91.7% | $273,968-97.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 20.26% | 75.61%-55.4pp | 62.18%-41.9pp | 41.45%-21.2pp |
| Employer contribution / active EE | $1,180 | $3,175-62.8% | $2,850-58.6% | $4,869-75.8% |
| Participant deferral / active EE | $2,767 | $3,901-29.1% | $3,517-21.3% | $5,287-47.7% |
| Admin fee / account holder | $11 | $5,264-99.8% | $4,511-99.7% | $10,132-99.9% |