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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 | $9,371 | $76,551-87.8% | $123,894-92.4% | $62,881-85.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 47.24% | 18.68%+28.6pp | 47.52%-0.3pp | 20.14%+27.1pp |
| Employer contribution / active EE | $1,168 | $2,882-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $2,147 | $4,840-55.6% | $5,984-64.1% | $3,203-33.0% |
| Admin fee / account holder | $209 | $4,826-95.7% | $8,357-97.5% | $4,296-95.1% |