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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 | $4,099 | $39,132-89.5% | $57,196-92.8% | $62,881-93.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.23% | 9.24%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $974 | $1,874-48.0% | $2,683-63.7% | $2,281-57.3% |
| Participant deferral / active EE | $1,112 | $2,374-53.2% | $3,096-64.1% | $3,203-65.3% |
| Admin fee / account holder | $140 | $2,594-94.6% | $3,141-95.5% | $4,296-96.7% |