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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 | $7,417 | $88,707-91.6% | $74,184-90.0% | $273,972-97.3% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 15.46% | 11.94%+3.5pp | 17.74%-2.3pp | 41.46%-26.0pp |
| Employer contribution / active EE | $997 | $3,159-68.5% | $2,370-57.9% | $4,869-79.5% |
| Participant deferral / active EE | $3,987 | $4,212-5.3% | $3,550+12.3% | $5,287-24.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |