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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 | $6,294 | $59,804-89.5% | $81,982-92.3% | $79,856-92.1% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.3%+2.2pp | 69.6%+1.8pp |
| Annual return | 46.66% | 17.56%+29.1pp | 41.31%+5.3pp | 31.71%+14.9pp |
| Employer contribution / active EE | $1,522 | $1,713-11.2% | $2,498-39.1% | $2,471-38.4% |
| Participant deferral / active EE | $1,820 | $2,695-32.5% | $3,722-51.1% | $3,741-51.3% |
| Admin fee / account holder | $197 | $4,288-95.4% | $5,665-96.5% | $5,306-96.3% |