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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 | $7,945 | $77,816-89.8% | $123,552-93.6% | $64,173-87.6% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | 29.92% | 12.49%+17.4pp | 119.20%-89.3pp | 7.63%+22.3pp |
| Employer contribution / active EE | $2,560 | $3,014-15.1% | $4,628-44.7% | $2,381+7.5% |
| Participant deferral / active EE | $4,369 | $5,240-16.6% | $6,426-32.0% | $3,470+25.9% |
| Admin fee / account holder | $212 | $5,519-96.2% | $9,285-97.7% | $4,887-95.7% |