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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 | $9,065 | $135,956-93.3% | $123,894-92.7% | $273,972-96.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,596 | $5,170-49.8% | $4,617-43.8% | $4,869-46.7% |
| Participant deferral / active EE | $3,419 | $6,343-46.1% | $5,984-42.9% | $5,287-35.3% |
| Admin fee / account holder | $129 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |