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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 | $15,271 | $93,617-83.7% | $135,982-88.8% | $75,177-79.7% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 54.75% | 30.89%+23.9pp | 68.32%-13.6pp | 160.75%-106.0pp |
| Employer contribution / active EE | $1,964 | $3,538-44.5% | $4,859-59.6% | $2,671-26.5% |
| Participant deferral / active EE | $5,859 | $6,406-8.5% | $7,760-24.5% | $4,126+42.0% |
| Admin fee / account holder | $231 | $6,980-96.7% | $10,767-97.9% | $5,651-95.9% |