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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 | $7,608 | $99,345-92.3% | $84,753-91.0% | $273,972-97.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 10.52% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,116 | $4,214-73.5% | $3,574-68.8% | $4,869-77.1% |
| Participant deferral / active EE | $1,590 | $4,270-62.8% | $3,712-57.2% | $5,287-69.9% |
| Admin fee / account holder | $21 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |