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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 | $9,565 | $93,064-89.7% | $74,577-87.2% | $273,972-96.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 23.24% | 26.18%-2.9pp | 20.47%+2.8pp | 41.46%-18.2pp |
| Employer contribution / active EE | $328 | $3,160-89.6% | $2,525-87.0% | $4,869-93.3% |
| Participant deferral / active EE | $4,193 | $4,160+0.8% | $3,458+21.2% | $5,287-20.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |