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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 | $112,729-93.7% | $98,716-92.9% | $137,256-94.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 22.23% | 38.48%-16.2pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $972 | $2,725-64.3% | $2,279-57.4% | $4,156-76.6% |
| Participant deferral / active EE | $2,776 | $4,640-40.2% | $4,048-31.4% | $6,407-56.7% |
| Admin fee / account holder | $248 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |