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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 | $12,638 | $77,638-83.7% | $156,551-91.9% | $62,881-79.9% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.7pp | 69.3%+26.4pp |
| Annual return | 16.09% | 50.33%-34.2pp | 32.23%-16.1pp | 20.14%-4.1pp |
| Employer contribution / active EE | $1,049 | $3,444-69.5% | $5,501-80.9% | $2,281-54.0% |
| Participant deferral / active EE | $1,236 | $3,046-59.4% | $4,871-74.6% | $3,203-61.4% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |