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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 | $9,293 | $77,638-88.0% | $156,551-94.1% | $62,881-85.2% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 6.52% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,518 | $3,444-55.9% | $5,501-72.4% | $2,281-33.5% |
| Participant deferral / active EE | $2,588 | $3,046-15.0% | $4,871-46.9% | $3,203-19.2% |
| Admin fee / account holder | $272 | $5,561-95.1% | $13,028-97.9% | $4,296-93.7% |