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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 | $6,745 | $111,535-94.0% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,136 | $3,939-45.8% | $3,689-42.1% | $4,156-48.6% |
| Participant deferral / active EE | $2,541 | $5,500-53.8% | $5,072-49.9% | $6,407-60.3% |
| Admin fee / account holder | $178 | $9,721-98.2% | $8,859-98.0% | $12,270-98.5% |