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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 | $9,383 | $52,580-82.2% | $71,671-86.9% | $70,126-86.6% |
| Participation rate | 79.3% | 60.9%+18.4pp | 68.7%+10.6pp | 69.5%+9.8pp |
| Annual return | 37.26% | 20.25%+17.0pp | 20.65%+16.6pp | 73.15%-35.9pp |
| Employer contribution / active EE | $2,082 | $1,616+28.8% | $2,460-15.4% | $2,343-11.1% |
| Participant deferral / active EE | $2,555 | $2,386+7.1% | $3,438-25.7% | $3,332-23.3% |
| Admin fee / account holder | $23 | $3,653-99.4% | $5,558-99.6% | $4,645-99.5% |