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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 | $6,600 | $37,436-82.4% | $77,513-91.5% | $79,858-91.7% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.6%+5.4pp |
| Annual return | 43.93% | 39.75%+4.2pp | 54.81%-10.9pp | 31.72%+12.2pp |
| Employer contribution / active EE | $1,296 | $637+103.4% | $987+31.4% | $2,471-47.5% |
| Participant deferral / active EE | $1,564 | $1,261+24.0% | $1,861-16.0% | $3,740-58.2% |
| Admin fee / account holder | $74 | $2,505-97.0% | $2,859-97.4% | $5,306-98.6% |