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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 | $7,143 | $106,749-93.3% | $145,433-95.1% | $82,448-91.3% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 85.93% | 27.59%+58.3pp | 66.58%+19.4pp | 41.64%+44.3pp |
| Employer contribution / active EE | $1,223 | $3,444-64.5% | $4,554-73.1% | $2,551-52.1% |
| Participant deferral / active EE | $3,672 | $6,519-43.7% | $7,897-53.5% | $4,139-11.3% |
| Admin fee / account holder | $172 | $8,390-97.9% | $13,129-98.7% | $7,234-97.6% |