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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 | $7,889 | $65,367-87.9% | $92,915-91.5% | $72,976-89.2% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 29.04% | 42.11%-13.1pp | 109.45%-80.4pp | 81.02%-52.0pp |
| Employer contribution / active EE | $1,171 | $2,594-54.8% | $3,653-67.9% | $2,440-52.0% |
| Participant deferral / active EE | $3,300 | $3,128+5.5% | $4,238-22.1% | $3,608-8.5% |
| Admin fee / account holder | $259 | $4,251-93.9% | $5,796-95.5% | $5,124-94.9% |