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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 | $6,268 | $76,551-91.8% | $123,894-94.9% | $62,881-90.0% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 35.49% | 18.68%+16.8pp | 47.52%-12.0pp | 20.14%+15.3pp |
| Employer contribution / active EE | $1,105 | $2,882-61.7% | $4,617-76.1% | $2,281-51.6% |
| Participant deferral / active EE | $2,780 | $4,840-42.6% | $5,984-53.5% | $3,203-13.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |