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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 | $6,683 | $48,364-86.2% | $71,796-90.7% | $62,881-89.4% |
| Participation rate | 87.9% | 60.6%+27.3pp | 69.1%+18.8pp | 69.3%+18.6pp |
| Annual return | 28.93% | 13.16%+15.8pp | 78.04%-49.1pp | 20.14%+8.8pp |
| Employer contribution / active EE | $1,420 | $1,042+36.2% | $1,924-26.2% | $2,281-37.8% |
| Participant deferral / active EE | $2,530 | $2,091+21.0% | $2,794-9.5% | $3,203-21.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |