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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 | $6,692 | $45,082-85.2% | $69,464-90.4% | $72,975-90.8% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 6.60% | 22.66%-16.1pp | 28.98%-22.4pp | 81.01%-74.4pp |
| Employer contribution / active EE | $868 | $2,055-57.8% | $2,779-68.8% | $2,440-64.4% |
| Participant deferral / active EE | $1,711 | $2,604-34.3% | $3,536-51.6% | $3,608-52.6% |
| Admin fee / account holder | $218 | $3,057-92.9% | $3,840-94.3% | $5,124-95.7% |