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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 | $8,681 | $59,804-85.5% | $81,982-89.4% | $79,856-89.1% |
| Participation rate | 87.2% | 61.6%+25.5pp | 69.3%+17.9pp | 69.6%+17.5pp |
| Annual return | 21.11% | 17.56%+3.6pp | 41.31%-20.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,801 | $1,713+5.1% | $2,498-27.9% | $2,471-27.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $186 | $4,288-95.7% | $5,665-96.7% | $5,306-96.5% |