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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 | $11,938 | $135,956-91.2% | $123,894-90.4% | $273,972-95.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,215 | $5,170-57.2% | $4,617-52.0% | $4,869-54.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |