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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 | $6,298 | $124,980-95.0% | $108,359-94.2% | $154,746-95.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 22.65% | 45.00%-22.3pp | 36.89%-14.2pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,317 | $2,851-53.8% | $2,399-45.1% | $4,379-69.9% |
| Participant deferral / active EE | $1,635 | $4,743-65.5% | $4,137-60.5% | $6,730-75.7% |
| Admin fee / account holder | $170 | $11,502-98.5% | $9,741-98.3% | $14,365-98.8% |