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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 | $27,603 | $145,431-81.0% | $211,142-86.9% | $87,485-68.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 87.3%-4.0pp | 68.9%+14.4pp |
| Annual return | 55.63% | 27.21%+28.4pp | 46.84%+8.8pp | 26.06%+29.6pp |
| Employer contribution / active EE | $3,874 | $4,662-16.9% | $6,442-39.9% | $2,596+49.2% |
| Participant deferral / active EE | $6,536 | $6,859-4.7% | $9,284-29.6% | $4,274+52.9% |
| Admin fee / account holder | $109 | $17,052-99.4% | $19,076-99.4% | $7,775-98.6% |