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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 | $7,602 | $71,230-89.3% | $93,727-91.9% | $80,959-90.6% |
| Participation rate | 86.2% | 60.4%+25.8pp | 68.7%+17.5pp | 67.7%+18.5pp |
| Annual return | 14.73% | 11.26%+3.5pp | 133.83%-119.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,435 | $1,565-8.3% | $2,421-40.7% | $2,757-47.9% |
| Participant deferral / active EE | $1,501 | $4,037-62.8% | $4,417-66.0% | $4,300-65.1% |
| Admin fee / account holder | $283 | $6,961-95.9% | $8,292-96.6% | $6,925-95.9% |