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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 | $6,139 | $106,280-94.2% | $96,538-93.6% | $139,487-95.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.32% | 38.48%-25.2pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $1,424 | $4,107-65.3% | $3,740-61.9% | $4,755-70.1% |
| Participant deferral / active EE | $2,579 | $5,457-52.7% | $4,880-47.2% | $6,713-61.6% |
| Admin fee / account holder | $124 | $7,888-98.4% | $6,737-98.2% | $11,407-98.9% |