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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 | $4,213 | $153,311-97.3% | $109,313-96.1% | $273,972-98.5% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 7.19% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $772 | $5,619-86.3% | $3,892-80.2% | $4,869-84.1% |
| Participant deferral / active EE | $919 | $3,932-76.6% | $3,166-71.0% | $5,287-82.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |