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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 | $17,993 | $153,311-88.3% | $109,313-83.5% | $273,972-93.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 7.67% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $985 | $5,619-82.5% | $3,892-74.7% | $4,869-79.8% |
| Participant deferral / active EE | $2,469 | $3,932-37.2% | $3,166-22.0% | $5,287-53.3% |
| Admin fee / account holder | $52 | $8,076-99.4% | $5,666-99.1% | $10,133-99.5% |