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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 | $8,980 | $52,884-83.0% | $84,753-89.4% | $55,167-83.7% |
| Participation rate | 79.4% | 67.5%+11.9pp | 76.6%+2.8pp | 69.0%+10.4pp |
| Annual return | 6.46% | 18.03%-11.6pp | 22.78%-16.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,879 | $2,233+28.9% | $3,574-19.5% | $1,963+46.7% |
| Participant deferral / active EE | $1,638 | $2,644-38.1% | $3,712-55.9% | $3,054-46.4% |
| Admin fee / account holder | $194 | $581-66.7% | $5,333-96.4% | $504-61.6% |