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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 | $12,695 | $77,638-83.6% | $156,551-91.9% | $62,881-79.8% |
| Participation rate | 90.6% | 71.2%+19.4pp | 84.0%+6.6pp | 69.3%+21.3pp |
| Annual return | 5.20% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,935 | $3,444-14.8% | $5,501-46.6% | $2,281+28.7% |
| Participant deferral / active EE | $2,576 | $3,046-15.4% | $4,871-47.1% | $3,203-19.6% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |