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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 | $4,265 | $215,361-98.0% | $171,082-97.5% | $273,972-98.4% |
| Participation rate | 95.5% | 82.0%+13.4pp | 76.7%+18.8pp | 83.0%+12.4pp |
| Annual return | 8.87% | 25.14%-16.3pp | 32.56%-23.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,077 | $4,967-78.3% | $4,002-73.1% | $4,869-77.9% |
| Participant deferral / active EE | $1,253 | $5,543-77.4% | $4,797-73.9% | $5,287-76.3% |
| Admin fee / account holder | $126 | $10,846-98.8% | $8,520-98.5% | $10,133-98.8% |