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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 | $81,476-88.8% | $102,383-91.1% | $80,925-88.7% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.7%+24.2pp |
| Annual return | 14.73% | 25.59%-10.9pp | 24.94%-10.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,927 | $3,871-50.2% | $5,060-61.9% | $4,299-55.2% |
| Admin fee / account holder | $78 | $6,717-98.8% | $8,391-99.1% | $6,940-98.9% |