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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 | $8,287 | $71,197-88.4% | $93,669-91.2% | $80,925-89.8% |
| Participation rate | 83.8% | 60.4%+23.4pp | 68.7%+15.1pp | 67.7%+16.2pp |
| Annual return | 14.83% | 11.27%+3.6pp | 133.59%-118.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,325 | $1,565-15.3% | $2,424-45.3% | $2,756-51.9% |
| Participant deferral / active EE | $1,563 | $4,036-61.3% | $4,416-64.6% | $4,299-63.6% |
| Admin fee / account holder | $119 | $6,959-98.3% | $8,291-98.6% | $6,940-98.3% |