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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 | $143,969-80.8% | $199,883-86.2% | $82,637-66.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 86.8%-3.4pp | 68.1%+15.3pp |
| Annual return | 55.63% | 25.67%+30.0pp | 43.81%+11.8pp | 53.51%+2.1pp |
| Employer contribution / active EE | $3,874 | $4,632-16.4% | $6,261-38.1% | $2,552+51.8% |
| Participant deferral / active EE | $6,536 | $6,937-5.8% | $9,138-28.5% | $4,126+58.4% |
| Admin fee / account holder | $109 | $14,597-99.3% | $17,268-99.4% | $7,339-98.5% |