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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 | $146,267-81.1% | $197,124-86.0% | $82,448-66.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 55.63% | 29.61%+26.0pp | 44.34%+11.3pp | 41.64%+14.0pp |
| Employer contribution / active EE | $3,874 | $4,723-18.0% | $6,227-37.8% | $2,551+51.9% |
| Participant deferral / active EE | $6,536 | $7,035-7.1% | $9,135-28.5% | $4,139+57.9% |
| Admin fee / account holder | $109 | $14,422-99.2% | $16,298-99.3% | $7,234-98.5% |