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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 | $9,150 | $51,184-82.1% | $66,439-86.2% | $86,983-89.5% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.5%+18.0pp | 69.5%+23.0pp |
| Annual return | 26.14% | 17.07%+9.1pp | 757.66%-731.5pp | 25.83%+0.3pp |
| Employer contribution / active EE | $2,000 | $2,023-1.1% | $2,637-24.1% | $2,584-22.6% |
| Participant deferral / active EE | $3,420 | $2,927+16.8% | $3,876-11.8% | $4,194-18.5% |
| Admin fee / account holder | $24 | $4,154-99.4% | $6,173-99.6% | $7,856-99.7% |