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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 | $8,700 | $46,732-81.4% | $156,551-94.4% | $55,167-84.2% |
| Participation rate | 92.5% | 65.8%+26.7pp | 84.0%+8.4pp | 69.0%+23.5pp |
| Annual return | 31.82% | 17.72%+14.1pp | 32.23%-0.4pp | 169.23%-137.4pp |
| Employer contribution / active EE | $1,435 | $2,105-31.8% | $5,501-73.9% | $1,963-26.9% |
| Participant deferral / active EE | $1,517 | $2,204-31.2% | $4,871-68.9% | $3,054-50.3% |
| Admin fee / account holder | $215 | $418-48.6% | $13,028-98.4% | $504-57.4% |