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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 | $6,519 | $49,249-86.8% | $70,476-90.7% | $79,852-91.8% |
| Participation rate | 75.8% | 69.2%+6.6pp | 75.1%+0.7pp | 69.6%+6.2pp |
| Annual return | 54.19% | 30.09%+24.1pp | 109.12%-54.9pp | 31.72%+22.5pp |
| Employer contribution / active EE | $1,013 | $2,100-51.8% | $2,738-63.0% | $2,471-59.0% |
| Participant deferral / active EE | $1,976 | $2,769-28.6% | $3,710-46.7% | $3,740-47.2% |
| Admin fee / account holder | $74 | $2,878-97.4% | $3,847-98.1% | $5,306-98.6% |