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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 | $8,502 | $77,638-89.0% | $156,551-94.6% | $62,881-86.5% |
| Participation rate | 72.2% | 71.2%+1.0pp | 84.0%-11.8pp | 69.3%+2.9pp |
| Annual return | 8.87% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $730 | $3,444-78.8% | $5,501-86.7% | $2,281-68.0% |
| Participant deferral / active EE | $1,215 | $3,046-60.1% | $4,871-75.1% | $3,203-62.1% |
| Admin fee / account holder | $62 | $5,561-98.9% | $13,028-99.5% | $4,296-98.6% |