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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 | $25,213 | $69,977-64.0% | $108,582-76.8% | $62,881-59.9% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 10.09% | 10.73%-0.6pp | -51.70%+61.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $459 | $2,135-78.5% | $3,758-87.8% | $2,281-79.9% |
| Participant deferral / active EE | $3,406 | $3,165+7.6% | $4,311-21.0% | $3,203+6.3% |
| Admin fee / account holder | $166 | $5,076-96.7% | $7,645-97.8% | $4,296-96.1% |