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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 | $10,149 | $158,827-93.6% | $121,208-91.6% | $135,382-92.5% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.8%+19.9pp | 82.6%+9.0pp |
| Annual return | 29.31% | -0.64%+29.9pp | 16.93%+12.4pp | 519.77%-490.5pp |
| Employer contribution / active EE | $1,518 | $5,666-73.2% | $4,023-62.3% | $4,779-68.2% |
| Participant deferral / active EE | $3,889 | $4,006-2.9% | $3,345+16.3% | $5,609-30.7% |
| Admin fee / account holder | $48 | $6,514-99.3% | $5,020-99.0% | $10,829-99.6% |