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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 | $7,183 | $124,980-94.3% | $108,359-93.4% | $154,746-95.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 25.57% | 45.00%-19.4pp | 36.89%-11.3pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,177 | $2,851-58.7% | $2,399-51.0% | $4,379-73.1% |
| Participant deferral / active EE | $1,856 | $4,743-60.9% | $4,137-55.1% | $6,730-72.4% |
| Admin fee / account holder | $17 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |