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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 | $9,665 | $58,828-83.6% | $78,002-87.6% | $62,881-84.6% |
| Participation rate | 70.5% | 71.1%-0.5pp | 75.5%-5.0pp | 69.3%+1.2pp |
| Annual return | 31.39% | 17.16%+14.2pp | 425.99%-394.6pp | 20.14%+11.2pp |
| Employer contribution / active EE | $1,458 | $1,672-12.8% | $2,470-41.0% | $2,281-36.1% |
| Participant deferral / active EE | $4,651 | $2,686+73.2% | $3,497+33.0% | $3,203+45.2% |
| Admin fee / account holder | $108 | $4,393-97.5% | $5,481-98.0% | $4,296-97.5% |