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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 | $7,057 | $124,980-94.4% | $108,359-93.5% | $154,746-95.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 22.23% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.1pp |
| Employer contribution / active EE | $972 | $2,851-65.9% | $2,399-59.5% | $4,379-77.8% |
| Participant deferral / active EE | $2,776 | $4,743-41.5% | $4,137-32.9% | $6,730-58.8% |
| Admin fee / account holder | $248 | $11,502-97.8% | $9,741-97.5% | $14,365-98.3% |