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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 | $8,283 | $86,050-90.4% | $189,758-95.6% | $94,015-91.2% |
| Participation rate | 94.1% | 68.9%+25.2pp | 79.8%+14.3pp | 70.8%+23.3pp |
| Annual return | 20.99% | 17.77%+3.2pp | 52.62%-31.6pp | 17.84%+3.1pp |
| Employer contribution / active EE | $1,458 | $2,819-48.3% | $4,767-69.4% | $2,790-47.8% |
| Participant deferral / active EE | $2,016 | $3,349-39.8% | $5,856-65.6% | $4,249-52.6% |
| Admin fee / account holder | $96 | $6,627-98.6% | $20,388-99.5% | $8,951-98.9% |