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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 | $9,231 | $64,359-85.7% | $90,161-89.8% | $70,126-86.8% |
| Participation rate | 87.1% | 70.4%+16.7pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 76.99% | 28.13%+48.9pp | 34.89%+42.1pp | 73.15%+3.8pp |
| Employer contribution / active EE | $2,408 | $2,046+17.7% | $3,318-27.4% | $2,343+2.8% |
| Participant deferral / active EE | $4,954 | $4,389+12.9% | $5,287-6.3% | $3,332+48.7% |
| Admin fee / account holder | $239 | $3,945-93.9% | $5,943-96.0% | $4,645-94.9% |