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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 | $10,457 | $88,707-88.2% | $74,184-85.9% | $273,972-96.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.34% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,437 | $3,159-54.5% | $2,370-39.4% | $4,869-70.5% |
| Participant deferral / active EE | $2,116 | $4,212-49.8% | $3,550-40.4% | $5,287-60.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |