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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 | $25,992 | $91,559-71.6% | $133,971-80.6% | $79,852-67.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 19.30% | 61.85%-42.6pp | 45.09%-25.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,567 | $2,384-34.3% | $3,919-60.0% | $2,471-36.6% |
| Participant deferral / active EE | $4,635 | $3,734+24.1% | $5,047-8.2% | $3,740+23.9% |
| Admin fee / account holder | $17 | $6,321-99.7% | $8,929-99.8% | $5,306-99.7% |