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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 | $8,640 | $99,345-91.3% | $84,753-89.8% | $273,972-96.8% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 8.02% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,139 | $4,270-73.3% | $3,712-69.3% | $5,287-78.5% |
| Admin fee / account holder | $70 | $6,645-99.0% | $5,333-98.7% | $10,133-99.3% |