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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 | $16,349 | $135,956-88.0% | $123,894-86.8% | $273,972-94.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,318 | $5,170-55.2% | $4,617-49.8% | $4,869-52.4% |
| Participant deferral / active EE | $5,984 | $6,343-5.7% | $5,9840% | $5,287+13.2% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,133-98.7% |