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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 | $7,314 | $103,949-93.0% | $69,182-89.4% | $273,972-97.3% |
| Participation rate | 81.0% | 67.4%+13.6pp | 55.1%+25.8pp | 83.0%-2.1pp |
| Annual return | 6.35% | 35.28%-28.9pp | -21.93%+28.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,026 | $2,716-25.4% | $1,897+6.8% | $5,287-61.7% |
| Admin fee / account holder | $102 | $3,671-97.2% | $2,697-96.2% | $10,133-99.0% |