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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 | $13,093 | $93,617-86.0% | $135,982-90.4% | $75,177-82.6% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 53.75% | 30.89%+22.9pp | 68.32%-14.6pp | 160.75%-107.0pp |
| Employer contribution / active EE | $3,462 | $3,538-2.2% | $4,859-28.8% | $2,671+29.6% |
| Participant deferral / active EE | $6,708 | $6,406+4.7% | $7,760-13.6% | $4,126+62.6% |
| Admin fee / account holder | $179 | $6,980-97.4% | $10,767-98.3% | $5,651-96.8% |