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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 | $4,248 | $112,729-96.2% | $98,716-95.7% | $137,256-96.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 27.21% | 38.48%-11.3pp | 31.81%-4.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,875 | $2,725-31.2% | $2,279-17.7% | $4,156-54.9% |
| Participant deferral / active EE | $3,988 | $4,640-14.0% | $4,048-1.5% | $6,407-37.7% |
| Admin fee / account holder | $80 | $10,129-99.2% | $8,703-99.1% | $12,270-99.3% |