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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 | $22,028 | $65,027-66.1% | $90,970-75.8% | $79,852-72.4% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.0%+24.5pp | 69.6%+23.9pp |
| Annual return | 40.27% | 30.45%+9.8pp | 134.58%-94.3pp | 31.72%+8.6pp |
| Employer contribution / active EE | $1,987 | $1,247+59.3% | $2,122-6.4% | $2,471-19.6% |
| Participant deferral / active EE | $2,905 | $2,512+15.6% | $3,373-13.9% | $3,740-22.3% |
| Admin fee / account holder | $247 | $4,535-94.6% | $5,960-95.9% | $5,306-95.3% |