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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 | $8,283 | $78,690-89.5% | $161,489-94.9% | $87,485-90.5% |
| Participation rate | 94.1% | 67.5%+26.7pp | 78.7%+15.4pp | 68.9%+25.2pp |
| Annual return | 20.99% | 32.74%-11.7pp | 89.72%-68.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,458 | $2,588-43.7% | $4,268-65.8% | $2,596-43.9% |
| Participant deferral / active EE | $2,016 | $3,311-39.1% | $5,630-64.2% | $4,274-52.8% |
| Admin fee / account holder | $96 | $6,724-98.6% | $16,006-99.4% | $7,775-98.8% |