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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 | $8,439 | $153,311-94.5% | $109,313-92.3% | $273,972-96.9% |
| Participation rate | 90.0% | 80.1%+9.9pp | 71.3%+18.7pp | 83.0%+7.0pp |
| Annual return | 7.30% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $972 | $5,619-82.7% | $3,892-75.0% | $4,869-80.0% |
| Participant deferral / active EE | $1,898 | $3,932-51.7% | $3,166-40.1% | $5,287-64.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |