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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 | $6,351 | $78,690-91.9% | $161,489-96.1% | $87,485-92.7% |
| Participation rate | 97.0% | 67.5%+29.5pp | 78.7%+18.3pp | 68.9%+28.0pp |
| Annual return | 22.47% | 32.74%-10.3pp | 89.72%-67.3pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,055 | $2,588-59.3% | $4,268-75.3% | $2,596-59.4% |
| Participant deferral / active EE | $2,431 | $3,311-26.6% | $5,630-56.8% | $4,274-43.1% |
| Admin fee / account holder | $129 | $6,724-98.1% | $16,006-99.2% | $7,775-98.3% |