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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 | $6,108 | $100,073-93.9% | $85,126-92.8% | $145,877-95.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 18.35% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,466 | $3,236-54.7% | $2,731-46.3% | $4,663-68.6% |
| Participant deferral / active EE | $1,651 | $5,294-68.8% | $4,523-63.5% | $6,691-75.3% |
| Admin fee / account holder | $87 | $7,261-98.8% | $6,160-98.6% | $13,402-99.4% |