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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 | $8,254 | $87,542-90.6% | $75,782-89.1% | $125,393-93.4% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | 0.87% | 13.48%-12.6pp | 9.68%-8.8pp | 282.23%-281.4pp |
| Employer contribution / active EE | $801 | $3,930-79.6% | $3,323-75.9% | $4,866-83.5% |
| Participant deferral / active EE | $1,455 | $4,229-65.6% | $3,652-60.1% | $5,351-72.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |