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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 | $7,908 | $93,598-91.6% | $135,974-94.2% | $75,173-89.5% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.8pp | 67.2%+15.6pp |
| Annual return | 35.67% | 30.89%+4.8pp | 68.30%-32.6pp | 160.72%-125.1pp |
| Employer contribution / active EE | $1,745 | $3,538-50.7% | $4,859-64.1% | $2,671-34.7% |
| Participant deferral / active EE | $3,284 | $6,405-48.7% | $7,760-57.7% | $4,126-20.4% |
| Admin fee / account holder | $156 | $6,978-97.8% | $10,767-98.6% | $5,651-97.2% |