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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 | $8,282 | $88,707-90.7% | $74,184-88.8% | $273,972-97.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 13.48% | 11.94%+1.5pp | 17.74%-4.3pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,898 | $3,159-39.9% | $2,370-19.9% | $4,869-61.0% |
| Participant deferral / active EE | $2,197 | $4,212-47.8% | $3,550-38.1% | $5,287-58.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |