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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 | $15,301 | $85,766-82.2% | $136,298-88.8% | $70,126-78.2% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 32.95% | 31.46%+1.5pp | 5156.27%-5123.3pp | 73.15%-40.2pp |
| Employer contribution / active EE | $3,629 | $2,966+22.3% | $4,696-22.7% | $2,343+54.9% |
| Participant deferral / active EE | $3,729 | $5,051-26.2% | $6,247-40.3% | $3,332+11.9% |
| Admin fee / account holder | $212 | $5,421-96.1% | $9,244-97.7% | $4,645-95.4% |