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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 | $6,654 | $141,001-95.3% | $112,228-94.1% | $139,487-95.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 31.95% | 32.75%-0.8pp | 30.23%+1.7pp | 373.84%-341.9pp |
| Employer contribution / active EE | $1,714 | $4,285-60.0% | $3,432-50.1% | $4,755-64.0% |
| Participant deferral / active EE | $2,164 | $5,877-63.2% | $4,800-54.9% | $6,713-67.8% |
| Admin fee / account holder | $50 | $9,959-99.5% | $7,752-99.4% | $11,407-99.6% |