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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 | $8,629 | $103,949-91.7% | $69,182-87.5% | $273,970-96.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 18.87% | 35.28%-16.4pp | -21.93%+40.8pp | 41.46%-22.6pp |
| Employer contribution / active EE | $630 | $1,783-64.7% | $1,206-47.8% | $4,869-87.1% |
| Participant deferral / active EE | $4,068 | $2,716+49.8% | $1,897+114.5% | $5,287-23.1% |
| Admin fee / account holder | $127 | $3,671-96.5% | $2,697-95.3% | $10,132-98.7% |