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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 | $23,348 | $72,404-67.8% | $110,243-78.8% | $64,173-63.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | 7.96% | -6.29%+14.2pp | 314.76%-306.8pp | 7.63%+0.3pp |
| Employer contribution / active EE | $5,612 | $2,282+146.0% | $3,827+46.6% | $2,381+135.7% |
| Participant deferral / active EE | $3,142 | $3,469-9.4% | $4,672-32.8% | $3,470-9.5% |
| Admin fee / account holder | $147 | $5,664-97.4% | $8,548-98.3% | $4,887-97.0% |