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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 | $8,571 | $73,978-88.4% | $96,515-91.1% | $75,173-88.6% |
| Participation rate | 70.6% | 66.4%+4.2pp | 74.3%-3.8pp | 67.2%+3.4pp |
| Annual return | 38.71% | 26.72%+12.0pp | 35.73%+3.0pp | 160.72%-122.0pp |
| Employer contribution / active EE | $1,902 | $2,931-35.1% | $3,740-49.2% | $2,671-28.8% |
| Participant deferral / active EE | $2,368 | $3,660-35.3% | $4,880-51.5% | $4,126-42.6% |
| Admin fee / account holder | $132 | $5,219-97.5% | $6,735-98.0% | $5,651-97.7% |