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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 | $19,281 | $88,672-78.3% | $105,223-81.7% | $82,448-76.6% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 40.16% | 30.86%+9.3pp | 180.65%-140.5pp | 41.64%-1.5pp |
| Employer contribution / active EE | $2,205 | $3,048-27.7% | $3,689-40.2% | $2,551-13.6% |
| Participant deferral / active EE | $4,657 | $4,036+15.4% | $5,072-8.2% | $4,139+12.5% |
| Admin fee / account holder | $223 | $7,146-96.9% | $8,859-97.5% | $7,234-96.9% |