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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 | $6,499 | $71,197-90.9% | $93,669-93.1% | $80,925-92.0% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.7%+8.3pp |
| Annual return | 33.16% | 11.27%+21.9pp | 133.59%-100.4pp | 35.65%-2.5pp |
| Employer contribution / active EE | $1,967 | $1,565+25.7% | $2,424-18.8% | $2,756-28.6% |
| Participant deferral / active EE | $3,200 | $4,036-20.7% | $4,416-27.5% | $4,299-25.5% |
| Admin fee / account holder | $51 | $6,959-99.3% | $8,291-99.4% | $6,940-99.3% |