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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 | $12,019 | $93,346-87.1% | $71,796-83.3% | $273,972-95.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.28% | 130.39%-123.1pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,140 | $2,733-58.3% | $1,924-40.8% | $4,869-76.6% |
| Participant deferral / active EE | $4,540 | $3,475+30.7% | $2,794+62.5% | $5,287-14.1% |
| Admin fee / account holder | $124 | $6,571-98.1% | $4,815-97.4% | $10,133-98.8% |