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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 | $8,445 | $58,828-85.6% | $78,002-89.2% | $62,881-86.6% |
| Participation rate | 90.2% | 71.1%+19.1pp | 75.5%+14.6pp | 69.3%+20.9pp |
| Annual return | 6.72% | 17.16%-10.4pp | 425.99%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $435 | $1,672-74.0% | $2,470-82.4% | $2,281-80.9% |
| Participant deferral / active EE | $2,379 | $2,686-11.4% | $3,497-32.0% | $3,203-25.7% |
| Admin fee / account holder | $205 | $4,393-95.3% | $5,481-96.3% | $4,296-95.2% |