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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 | $7,228 | $76,371-90.5% | $93,621-92.3% | $72,977-90.1% |
| Participation rate | 93.3% | 71.8%+21.6pp | 75.8%+17.5pp | 69.5%+23.8pp |
| Annual return | 36.96% | 25.82%+11.1pp | 32.76%+4.2pp | 81.02%-44.1pp |
| Employer contribution / active EE | $1,269 | $2,276-44.2% | $2,719-53.3% | $2,440-48.0% |
| Participant deferral / active EE | $1,742 | $3,538-50.8% | $4,070-57.2% | $3,608-51.7% |
| Admin fee / account holder | $181 | $6,839-97.4% | $7,890-97.7% | $5,124-96.5% |