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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 | $18,767 | $70,486-73.4% | $100,528-81.3% | $79,852-76.5% |
| Participation rate | 83.1% | 73.6%+9.5pp | 79.4%+3.7pp | 69.6%+13.5pp |
| Annual return | 104.03% | 21.90%+82.1pp | 30.90%+73.1pp | 31.72%+72.3pp |
| Employer contribution / active EE | $3,230 | $2,165+49.2% | $3,419-5.5% | $2,471+30.7% |
| Participant deferral / active EE | $7,136 | $5,182+37.7% | $6,271+13.8% | $3,740+90.8% |
| Admin fee / account holder | $239 | $4,480-94.7% | $8,084-97.0% | $5,306-95.5% |