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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 | $6,361 | $88,707-92.8% | $74,184-91.4% | $273,972-97.7% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 29.46% | 11.94%+17.5pp | 17.74%+11.7pp | 41.46%-12.0pp |
| Employer contribution / active EE | $5,556 | $3,159+75.8% | $2,370+134.4% | $4,869+14.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $8,717-99.1% | $5,586-98.6% | $10,133-99.2% |