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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 | $20,561 | $89,370-77.0% | $141,197-85.4% | $72,976-71.8% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 36.18% | 111.88%-75.7pp | 71.41%-35.2pp | 81.02%-44.8pp |
| Employer contribution / active EE | $3,262 | $3,115+4.7% | $4,736-31.1% | $2,440+33.7% |
| Participant deferral / active EE | $6,240 | $5,419+15.2% | $6,710-7.0% | $3,608+73.0% |
| Admin fee / account holder | $179 | $5,957-97.0% | $10,265-98.3% | $5,124-96.5% |