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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 | $10,025 | $81,208-87.7% | $98,920-89.9% | $79,859-87.4% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 42.88% | 60.99%-18.1pp | 196.47%-153.6pp | 31.71%+11.2pp |
| Employer contribution / active EE | $1,313 | $1,960-33.0% | $2,689-51.2% | $2,471-46.9% |
| Participant deferral / active EE | $1,885 | $3,265-42.3% | $4,245-55.6% | $3,741-49.6% |
| Admin fee / account holder | $119 | $6,013-98.0% | $6,643-98.2% | $5,307-97.8% |