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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 | $10,975 | $59,804-81.6% | $81,982-86.6% | $79,856-86.3% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.3%+15.4pp | 69.6%+15.0pp |
| Annual return | 47.58% | 17.56%+30.0pp | 41.31%+6.3pp | 31.71%+15.9pp |
| Employer contribution / active EE | $2,173 | $1,713+26.8% | $2,498-13.0% | $2,471-12.1% |
| Participant deferral / active EE | $3,837 | $2,695+42.4% | $3,722+3.1% | $3,741+2.6% |
| Admin fee / account holder | $22 | $4,288-99.5% | $5,665-99.6% | $5,306-99.6% |