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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 | $9,116 | $65,364-86.1% | $92,909-90.2% | $72,975-87.5% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 57.80% | 42.11%+15.7pp | 109.44%-51.6pp | 81.01%-23.2pp |
| Employer contribution / active EE | $2,697 | $2,594+4.0% | $3,653-26.2% | $2,440+10.5% |
| Participant deferral / active EE | $3,102 | $3,128-0.8% | $4,238-26.8% | $3,608-14.0% |
| Admin fee / account holder | $70 | $4,251-98.4% | $5,795-98.8% | $5,124-98.6% |