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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 | $8,439 | $71,215-88.2% | $93,696-91.0% | $80,935-89.6% |
| Participation rate | 98.3% | 60.4%+37.9pp | 68.7%+29.6pp | 67.7%+30.6pp |
| Annual return | 17.04% | 11.27%+5.8pp | 133.74%-116.7pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,466 | $1,565+57.6% | $2,422+1.8% | $2,757-10.5% |
| Participant deferral / active EE | $1,440 | $4,037-64.3% | $4,417-67.4% | $4,299-66.5% |
| Admin fee / account holder | $112 | $6,958-98.4% | $8,287-98.6% | $6,924-98.4% |