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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 | $6,352 | $96,558-93.4% | $80,977-92.2% | $273,972-97.7% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 11.46% | 15.14%-3.7pp | 17.11%-5.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,820 | $4,869-62.6% | $3,715-51.0% | $4,869-62.6% |
| Participant deferral / active EE | $4,099 | $6,598-37.9% | $5,696-28.0% | $5,287-22.5% |
| Admin fee / account holder | $156 | $7,493-97.9% | $5,517-97.2% | $10,133-98.5% |