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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 | $36,036 | $125,797-71.4% | $170,057-78.8% | $75,177-52.1% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.0%-8.4pp | 67.2%+11.4pp |
| Annual return | 33.09% | 27.20%+5.9pp | 53.42%-20.3pp | 160.75%-127.7pp |
| Employer contribution / active EE | $2,268 | $4,616-50.9% | $6,790-66.6% | $2,671-15.1% |
| Participant deferral / active EE | $3,905 | $6,838-42.9% | $10,411-62.5% | $4,126-5.4% |
| Admin fee / account holder | $46 | $8,177-99.4% | $12,826-99.6% | $5,651-99.2% |