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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 | $7,859 | $73,107-89.3% | $114,563-93.1% | $87,485-91.0% |
| Participation rate | 80.6% | 65.8%+14.8pp | 72.9%+7.7pp | 68.9%+11.6pp |
| Annual return | 21.86% | 19.47%+2.4pp | 241.09%-219.2pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,140 | $1,881-39.4% | $2,592-56.0% | $2,596-56.1% |
| Participant deferral / active EE | $1,794 | $3,144-42.9% | $4,142-56.7% | $4,274-58.0% |
| Admin fee / account holder | $179 | $5,770-96.9% | $7,623-97.7% | $7,775-97.7% |