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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 | $7,391 | $78,690-90.6% | $161,489-95.4% | $87,485-91.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 28.41% | 32.74%-4.3pp | 89.72%-61.3pp | 26.06%+2.4pp |
| Employer contribution / active EE | $1,792 | $2,588-30.8% | $4,268-58.0% | $2,596-31.0% |
| Participant deferral / active EE | $2,459 | $3,311-25.7% | $5,630-56.3% | $4,274-42.5% |
| Admin fee / account holder | $236 | $6,724-96.5% | $16,006-98.5% | $7,775-97.0% |