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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 | $9,076 | $69,977-87.0% | $108,582-91.6% | $62,881-85.6% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.7pp | 69.3%+25.0pp |
| Annual return | 25.85% | 10.73%+15.1pp | -51.70%+77.5pp | 20.14%+5.7pp |
| Employer contribution / active EE | $1,914 | $2,135-10.3% | $3,758-49.1% | $2,281-16.1% |
| Participant deferral / active EE | $5,430 | $3,165+71.6% | $4,311+26.0% | $3,203+69.5% |
| Admin fee / account holder | $132 | $5,076-97.4% | $7,645-98.3% | $4,296-96.9% |