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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 | $10,600 | $84,236-87.4% | $170,435-93.8% | $70,126-84.9% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 20.31% | 23.06%-2.8pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $3,796 | $3,387+12.1% | $5,432-30.1% | $2,343+62.0% |
| Participant deferral / active EE | $1,583 | $3,086-48.7% | $4,939-68.0% | $3,332-52.5% |
| Admin fee / account holder | $74 | $5,698-98.7% | $13,881-99.5% | $4,645-98.4% |