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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 | $23,068 | $93,345-75.3% | $119,126-80.6% | $87,485-73.6% |
| Participation rate | 96.9% | 68.7%+28.1pp | 75.8%+21.1pp | 68.9%+27.9pp |
| Annual return | 41.29% | 19.08%+22.2pp | 282.11%-240.8pp | 26.06%+15.2pp |
| Employer contribution / active EE | $4,056 | $3,172+27.9% | $4,034+0.6% | $2,596+56.2% |
| Participant deferral / active EE | $3,293 | $4,099-19.7% | $5,318-38.1% | $4,274-23.0% |
| Admin fee / account holder | $176 | $8,039-97.8% | $10,693-98.3% | $7,775-97.7% |