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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 | $11,833 | $174,018-93.2% | $136,833-91.4% | $198,609-94.0% |
| Participation rate | 71.4% | 65.1%+6.3pp | 59.0%+12.4pp | 82.4%-10.9pp |
| Annual return | 22.80% | 35.16%-12.4pp | 35.32%-12.5pp | 202.70%-179.9pp |
| Employer contribution / active EE | $2,049 | $1,571+30.4% | $1,319+55.4% | $5,055-59.5% |
| Participant deferral / active EE | $2,729 | $2,873-5.0% | $2,441+11.8% | $6,977-60.9% |
| Admin fee / account holder | $26 | $5,434-99.5% | $4,706-99.5% | $19,030-99.9% |