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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 | $7,550 | $72,273-89.6% | $101,275-92.5% | $79,856-90.5% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 62.44% | 22.30%+40.1pp | 46.48%+16.0pp | 31.71%+30.7pp |
| Employer contribution / active EE | $1,730 | $2,691-35.7% | $3,660-52.7% | $2,471-30.0% |
| Participant deferral / active EE | $2,437 | $3,282-25.7% | $4,371-44.2% | $3,741-34.9% |
| Admin fee / account holder | $153 | $4,401-96.5% | $5,948-97.4% | $5,306-97.1% |