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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 | $8,585 | $67,411-87.3% | $91,004-90.6% | $70,126-87.8% |
| Participation rate | 93.3% | 71.4%+22.0pp | 75.6%+17.7pp | 69.5%+23.8pp |
| Annual return | 44.53% | -40.16%+84.7pp | 4.60%+39.9pp | 73.15%-28.6pp |
| Employer contribution / active EE | $2,088 | $1,786+16.9% | $2,456-15.0% | $2,343-10.9% |
| Participant deferral / active EE | $3,781 | $2,823+34.0% | $3,548+6.6% | $3,332+13.5% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |