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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 | $75,807-89.6% | $116,096-93.2% | $86,983-91.0% |
| Participation rate | 80.6% | 66.9%+13.7pp | 73.3%+7.2pp | 69.5%+11.0pp |
| Annual return | 21.86% | 18.57%+3.3pp | 326.25%-304.4pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,140 | $1,892-39.7% | $2,503-54.5% | $2,584-55.9% |
| Participant deferral / active EE | $1,794 | $3,212-44.1% | $3,952-54.6% | $4,194-57.2% |
| Admin fee / account holder | $179 | $6,659-97.3% | $7,704-97.7% | $7,856-97.7% |