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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 | $7,904 | $157,829-95.0% | $136,867-94.2% | $198,609-96.0% |
| Participation rate | 94.1% | 77.2%+16.9pp | 74.5%+19.6pp | 82.4%+11.7pp |
| Annual return | 21.11% | 51.25%-30.1pp | 42.97%-21.9pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,174 | $3,923-70.1% | $3,547-66.9% | $5,055-76.8% |
| Participant deferral / active EE | $2,763 | $5,463-49.4% | $4,924-43.9% | $6,977-60.4% |
| Admin fee / account holder | $155 | $11,107-98.6% | $10,340-98.5% | $19,030-99.2% |