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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 | $7,586 | $66,813-88.6% | $100,528-92.5% | $73,493-89.7% |
| Participation rate | 97.6% | 77.5%+20.1pp | 79.4%+18.2pp | 70.7%+26.9pp |
| Annual return | 97.26% | 25.70%+71.6pp | 30.90%+66.4pp | 28.51%+68.7pp |
| Employer contribution / active EE | $2,443 | $2,147+13.8% | $3,419-28.5% | $2,270+7.6% |
| Participant deferral / active EE | $3,178 | $5,883-46.0% | $6,271-49.3% | $3,740-15.0% |
| Admin fee / account holder | $22 | $512-95.8% | $8,084-99.7% | $513-95.8% |