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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 | $8,126 | $88,707-90.8% | $74,184-89.0% | $273,972-97.0% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 12.46% | 11.94%+0.5pp | 17.74%-5.3pp | 41.46%-29.0pp |
| Employer contribution / active EE | $731 | $3,159-76.9% | $2,370-69.2% | $4,869-85.0% |
| Participant deferral / active EE | $2,163 | $4,212-48.6% | $3,550-39.1% | $5,287-59.1% |
| Admin fee / account holder | $65 | $8,717-99.3% | $5,586-98.8% | $10,133-99.4% |