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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 | $3,814 | $58,523-93.5% | $99,475-96.2% | $72,975-94.8% |
| Participation rate | 93.9% | 64.6%+29.3pp | 73.8%+20.1pp | 69.5%+24.5pp |
| Annual return | 46.98% | 28.51%+18.5pp | 30.72%+16.3pp | 81.01%-34.0pp |
| Employer contribution / active EE | $2,175 | $1,512+43.9% | $2,540-14.4% | $2,440-10.9% |
| Participant deferral / active EE | $2,481 | $2,606-4.8% | $3,619-31.4% | $3,608-31.2% |
| Admin fee / account holder | $136 | $4,102-96.7% | $6,252-97.8% | $5,124-97.3% |