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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 | $9,138 | $81,446-88.8% | $103,374-91.2% | $80,874-88.7% |
| Participation rate | 91.9% | 66.9%+25.0pp | 74.5%+17.4pp | 67.6%+24.2pp |
| Annual return | 14.73% | 25.57%-10.8pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,927 | $3,870-50.2% | $5,058-61.9% | $4,297-55.2% |
| Admin fee / account holder | $78 | $6,715-98.8% | $8,394-99.1% | $6,935-98.9% |