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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 | $6,983 | $49,177-85.8% | $79,467-91.2% | $64,173-89.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | 8.72% | -1.16%+9.9pp | 718.30%-709.6pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,415 | $2,076+64.5% | $2,800+21.9% | $2,381+43.4% |
| Participant deferral / active EE | $1,167 | $2,821-58.6% | $3,704-68.5% | $3,470-66.4% |
| Admin fee / account holder | $77 | $3,839-98.0% | $5,104-98.5% | $4,887-98.4% |