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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 | $9,005 | $135,956-93.4% | $123,894-92.7% | $273,972-96.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.69% | 56.63%-39.9pp | 47.52%-30.8pp | 41.46%-24.8pp |
| Employer contribution / active EE | $1,932 | $5,170-62.6% | $4,617-58.2% | $4,869-60.3% |
| Participant deferral / active EE | $4,671 | $6,343-26.3% | $5,984-21.9% | $5,287-11.6% |
| Admin fee / account holder | $72 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |