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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 | $9,766 | $83,337-88.3% | $67,834-85.6% | $273,972-96.4% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 22.87% | 259.45%-236.6pp | 138.47%-115.6pp | 41.46%-18.6pp |
| Employer contribution / active EE | $1,851 | $3,287-43.7% | $2,403-23.0% | $4,869-62.0% |
| Participant deferral / active EE | $5,708 | $4,088+39.6% | $3,160+80.7% | $5,287+8.0% |
| Admin fee / account holder | $277 | $6,752-95.9% | $4,622-94.0% | $10,133-97.3% |