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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 | $4,400 | $90,486-95.1% | $78,676-94.4% | $273,972-98.4% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 8.19% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,180 | $3,175-62.8% | $2,850-58.6% | $4,869-75.8% |
| Participant deferral / active EE | $1,963 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $146 | $5,263-97.2% | $4,510-96.8% | $10,133-98.6% |