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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 | $8,641 | $54,757-84.2% | $90,304-90.4% | $72,975-88.2% |
| Participation rate | 84.8% | 65.2%+19.6pp | 73.3%+11.5pp | 69.5%+15.3pp |
| Annual return | 40.22% | 30.63%+9.6pp | 78.13%-37.9pp | 81.01%-40.8pp |
| Employer contribution / active EE | $1,469 | $2,093-29.8% | $2,855-48.6% | $2,440-39.8% |
| Participant deferral / active EE | $3,143 | $2,887+8.8% | $3,885-19.1% | $3,608-12.9% |
| Admin fee / account holder | $195 | $3,973-95.1% | $5,354-96.4% | $5,124-96.2% |