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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 | $6,808 | $93,064-92.7% | $74,577-90.9% | $273,972-97.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 2.53% | 26.18%-23.7pp | 20.47%-17.9pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,053 | $3,160-66.7% | $2,525-58.3% | $4,869-78.4% |
| Participant deferral / active EE | $2,166 | $4,160-47.9% | $3,458-37.4% | $5,287-59.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |