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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 | $9,170 | $50,947-82.0% | $74,551-87.7% | $64,173-85.7% |
| Participation rate | 95.3% | 61.1%+34.3pp | 69.1%+26.2pp | 69.6%+25.8pp |
| Annual return | 10.53% | -1.85%+12.4pp | 32.53%-22.0pp | 7.63%+2.9pp |
| Employer contribution / active EE | $2,929 | $1,115+162.6% | $1,961+49.4% | $2,381+23.0% |
| Participant deferral / active EE | $5,088 | $2,302+121.1% | $3,108+63.7% | $3,470+46.7% |
| Admin fee / account holder | $283 | $4,221-93.3% | $5,059-94.4% | $4,887-94.2% |