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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 | $9,150 | $73,848-87.6% | $143,799-93.6% | $68,486-86.6% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | 28.05% | 0.91%+27.1pp | -0.04%+28.1pp | -7.85%+35.9pp |
| Employer contribution / active EE | $1,799 | $3,184-43.5% | $4,952-63.7% | $2,597-30.7% |
| Participant deferral / active EE | $3,183 | $3,385-6.0% | $5,638-43.5% | $4,028-21.0% |
| Admin fee / account holder | $274 | $5,755-95.2% | $14,677-98.1% | $5,404-94.9% |