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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 | $10,600 | $67,602-84.3% | $82,312-87.1% | $70,126-84.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,687 | $1,755+53.1% | $2,428+10.7% | $2,343+14.7% |
| Participant deferral / active EE | $6,451 | $2,987+116.0% | $3,706+74.1% | $3,332+93.6% |
| Admin fee / account holder | $248 | $4,512-94.5% | $5,608-95.6% | $4,645-94.7% |