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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 | $8,438 | $81,276-89.6% | $155,574-94.6% | $80,925-89.6% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 24.41% | 33.36%-9.0pp | 64.87%-40.5pp | 35.65%-11.2pp |
| Employer contribution / active EE | $1,362 | $3,103-56.1% | $4,676-70.9% | $2,756-50.6% |
| Participant deferral / active EE | $3,047 | $3,453-11.8% | $5,629-45.9% | $4,299-29.1% |
| Admin fee / account holder | $11 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |