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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 | $10,834 | $69,977-84.5% | $108,582-90.0% | $62,881-82.8% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | 7.39% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,147 | $2,135+0.6% | $3,758-42.9% | $2,281-5.9% |
| Participant deferral / active EE | $2,871 | $3,165-9.3% | $4,311-33.4% | $3,203-10.4% |
| Admin fee / account holder | $226 | $5,076-95.6% | $7,645-97.0% | $4,296-94.7% |