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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 | $5,499 | $114,013-95.2% | $103,693-94.7% | $155,188-96.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 22.67% | 49.31%-26.6pp | 47.61%-24.9pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,876 | $3,131-40.1% | $2,920-35.8% | $4,248-55.8% |
| Participant deferral / active EE | $2,425 | $4,970-51.2% | $4,579-47.1% | $6,531-62.9% |
| Admin fee / account holder | $19 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |