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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 | $149,446-81.5% | $256,809-89.3% | $94,015-70.6% |
| Participation rate | 83.3% | 85.3%-2.0pp | 88.5%-5.2pp | 70.8%+12.5pp |
| Annual return | 55.63% | 17.55%+38.1pp | 32.73%+22.9pp | 17.84%+37.8pp |
| Employer contribution / active EE | $3,874 | $4,596-15.7% | $7,263-46.7% | $2,790+38.8% |
| Participant deferral / active EE | $6,536 | $6,491+0.7% | $9,520-31.3% | $4,249+53.8% |
| Admin fee / account holder | $109 | $24,035-99.5% | $25,146-99.6% | $8,951-98.8% |