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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 | $8,173 | $127,790-93.6% | $106,555-92.3% | $167,536-95.1% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 22.41% | 33.88%-11.5pp | 26.80%-4.4pp | 478.82%-456.4pp |
| Employer contribution / active EE | $1,158 | $3,428-66.2% | $2,819-58.9% | $4,839-76.1% |
| Participant deferral / active EE | $5,689 | $5,088+11.8% | $4,399+29.3% | $6,342-10.3% |
| Admin fee / account holder | $181 | $11,229-98.4% | $7,408-97.6% | $12,315-98.5% |