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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 | $6,790 | $99,345-93.2% | $84,753-92.0% | $273,972-97.5% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 8.09% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,194 | $4,214-71.7% | $3,574-66.6% | $4,869-75.5% |
| Participant deferral / active EE | $1,479 | $4,270-65.4% | $3,712-60.2% | $5,287-72.0% |
| Admin fee / account holder | $177 | $6,645-97.3% | $5,333-96.7% | $10,133-98.3% |