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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 | $17,149 | $76,551-77.6% | $123,894-86.2% | $62,881-72.7% |
| Participation rate | 71.0% | 73.0%-2.0pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 106.02% | 18.68%+87.3pp | 47.52%+58.5pp | 20.14%+85.9pp |
| Employer contribution / active EE | $1,833 | $2,882-36.4% | $4,617-60.3% | $2,281-19.6% |
| Participant deferral / active EE | $4,432 | $4,840-8.4% | $5,984-25.9% | $3,203+38.4% |
| Admin fee / account holder | $49 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |