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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 | $9,877 | $56,894-82.6% | $84,753-88.3% | $62,881-84.3% |
| Participation rate | 79.5% | 68.5%+11.0pp | 76.6%+3.0pp | 69.3%+10.2pp |
| Annual return | 51.00% | 6.30%+44.7pp | 22.78%+28.2pp | 20.14%+30.9pp |
| Employer contribution / active EE | $1,799 | $2,400-25.0% | $3,574-49.7% | $2,281-21.1% |
| Participant deferral / active EE | $2,116 | $2,709-21.9% | $3,712-43.0% | $3,203-33.9% |
| Admin fee / account holder | $293 | $3,581-91.8% | $5,333-94.5% | $4,296-93.2% |