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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 | $10,766 | $103,949-89.6% | $69,182-84.4% | $273,972-96.1% |
| Participation rate | 86.7% | 67.4%+19.3pp | 55.1%+31.6pp | 83.0%+3.7pp |
| Annual return | 6.61% | 35.28%-28.7pp | -21.93%+28.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,950 | $1,783+177.6% | $1,206+310.3% | $4,869+1.7% |
| Participant deferral / active EE | $2,925 | $2,716+7.7% | $1,897+54.2% | $5,287-44.7% |
| Admin fee / account holder | $23 | $3,671-99.4% | $2,697-99.2% | $10,133-99.8% |