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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 | $8,143 | $81,262-90.0% | $155,602-94.8% | $80,911-89.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.61% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $535 | $3,102-82.8% | $4,675-88.6% | $2,756-80.6% |
| Participant deferral / active EE | $1,224 | $3,451-64.5% | $5,629-78.3% | $4,297-71.5% |
| Admin fee / account holder | $243 | $7,992-97.0% | $15,923-98.5% | $6,935-96.5% |