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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 | $11,378 | $77,638-85.3% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 7.60% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,455 | $3,444+0.3% | $5,501-37.2% | $2,281+51.5% |
| Participant deferral / active EE | $3,625 | $3,046+19.0% | $4,871-25.6% | $3,203+13.2% |
| Admin fee / account holder | $34 | $5,561-99.4% | $13,028-99.7% | $4,296-99.2% |