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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 | $8,378 | $135,956-93.8% | $123,894-93.2% | $273,972-96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,533 | $5,170-70.3% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $2,701 | $6,343-57.4% | $5,984-54.9% | $5,287-48.9% |
| Admin fee / account holder | $165 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |