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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 | $6,005 | $58,493-89.7% | $84,021-92.9% | $72,975-91.8% |
| Participation rate | 96.2% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.7pp |
| Annual return | 45.95% | 28.93%+17.0pp | 71.32%-25.4pp | 81.01%-35.1pp |
| Employer contribution / active EE | $1,475 | $1,163+26.8% | $1,984-25.7% | $2,440-39.6% |
| Participant deferral / active EE | $2,355 | $2,394-1.6% | $3,239-27.3% | $3,608-34.7% |
| Admin fee / account holder | $64 | $4,569-98.6% | $6,102-98.9% | $5,124-98.7% |