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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 | $8,382 | $111,535-92.5% | $105,223-92.0% | $137,256-93.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 24.00% | 237.85%-213.9pp | 180.65%-156.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,659 | $3,939-57.9% | $3,689-55.0% | $4,156-60.1% |
| Participant deferral / active EE | $2,611 | $5,500-52.5% | $5,072-48.5% | $6,407-59.3% |
| Admin fee / account holder | $217 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |