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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 | $5,826 | $88,707-93.4% | $74,184-92.1% | $273,972-97.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 21.31% | 11.94%+9.4pp | 17.74%+3.6pp | 41.46%-20.1pp |
| Employer contribution / active EE | $1,012 | $3,159-68.0% | $2,370-57.3% | $4,869-79.2% |
| Participant deferral / active EE | $2,325 | $4,212-44.8% | $3,550-34.5% | $5,287-56.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |