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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 | $6,425 | $56,110-88.5% | $94,993-93.2% | $70,126-90.8% |
| Participation rate | 73.2% | 65.0%+8.2pp | 73.9%-0.7pp | 69.5%+3.6pp |
| Annual return | 41.93% | 51.02%-9.1pp | 27.14%+14.8pp | 73.15%-31.2pp |
| Employer contribution / active EE | $1,325 | $1,442-8.2% | $2,603-49.1% | $2,343-43.5% |
| Participant deferral / active EE | $2,165 | $2,391-9.4% | $3,317-34.7% | $3,332-35.0% |
| Admin fee / account holder | $199 | $3,456-94.2% | $4,960-96.0% | $4,645-95.7% |