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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 | $27,521 | $81,208-66.1% | $98,920-72.2% | $79,852-65.5% |
| Participation rate | 89.0% | 72.5%+16.5pp | 76.0%+13.0pp | 69.6%+19.4pp |
| Annual return | 25.30% | 60.99%-35.7pp | 196.47%-171.2pp | 31.72%-6.4pp |
| Employer contribution / active EE | $1,370 | $1,960-30.1% | $2,689-49.1% | $2,471-44.6% |
| Participant deferral / active EE | $4,238 | $3,265+29.8% | $4,245-0.2% | $3,740+13.3% |
| Admin fee / account holder | $243 | $6,013-96.0% | $6,643-96.3% | $5,306-95.4% |