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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 | $7,243 | $95,383-92.4% | $185,837-96.1% | $85,856-91.6% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.1pp |
| Annual return | 26.67% | 23.59%+3.1pp | 122.08%-95.4pp | 318.58%-291.9pp |
| Employer contribution / active EE | $1,112 | $3,313-66.4% | $5,168-78.5% | $2,565-56.6% |
| Participant deferral / active EE | $2,676 | $3,423-21.8% | $5,568-51.9% | $3,952-32.3% |
| Admin fee / account holder | $271 | $7,213-96.2% | $16,241-98.3% | $6,261-95.7% |