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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 | $10,581 | $47,848-77.9% | $81,473-87.0% | $70,126-84.9% |
| Participation rate | 78.1% | 58.3%+19.8pp | 68.0%+10.2pp | 69.5%+8.6pp |
| Annual return | 67.54% | 27.25%+40.3pp | 38.78%+28.8pp | 73.15%-5.6pp |
| Employer contribution / active EE | $2,073 | $1,527+35.8% | $2,568-19.3% | $2,343-11.5% |
| Participant deferral / active EE | $3,080 | $2,453+25.6% | $3,537-12.9% | $3,332-7.6% |
| Admin fee / account holder | $252 | $3,145-92.0% | $4,561-94.5% | $4,645-94.6% |