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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 | $8,644 | $75,962-88.6% | $154,108-94.4% | $64,173-86.5% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | 7.49% | 30.32%-22.8pp | 735.21%-727.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,073 | $3,350-68.0% | $5,298-79.7% | $2,381-54.9% |
| Participant deferral / active EE | $1,602 | $3,175-49.6% | $5,081-68.5% | $3,470-53.8% |
| Admin fee / account holder | $5 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |