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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 | $9,066 | $52,580-82.8% | $71,671-87.4% | $70,126-87.1% |
| Participation rate | 90.3% | 60.9%+29.4pp | 68.7%+21.6pp | 69.5%+20.8pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,295 | $1,616+42.0% | $2,460-6.7% | $2,343-2.0% |
| Participant deferral / active EE | $3,762 | $2,386+57.6% | $3,438+9.4% | $3,332+12.9% |
| Admin fee / account holder | $9 | $3,653-99.8% | $5,558-99.8% | $4,645-99.8% |