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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 | $6,212 | $106,280-94.2% | $96,538-93.6% | $139,487-95.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 66.56% | 38.48%+28.1pp | 35.74%+30.8pp | 373.84%-307.3pp |
| Employer contribution / active EE | $1,622 | $4,107-60.5% | $3,740-56.6% | $4,755-65.9% |
| Participant deferral / active EE | $3,491 | $5,457-36.0% | $4,880-28.5% | $6,713-48.0% |
| Admin fee / account holder | $111 | $7,888-98.6% | $6,737-98.3% | $11,407-99.0% |