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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 | $7,987 | $70,486-88.7% | $100,528-92.1% | $79,852-90.0% |
| Participation rate | 94.3% | 73.6%+20.6pp | 79.4%+14.9pp | 69.6%+24.6pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,341 | $2,165+8.1% | $3,419-31.5% | $2,471-5.3% |
| Participant deferral / active EE | $4,811 | $5,182-7.1% | $6,271-23.3% | $3,740+28.6% |
| Admin fee / account holder | $149 | $4,480-96.7% | $8,084-98.2% | $5,306-97.2% |