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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 | $7,614 | $53,596-85.8% | $90,657-91.6% | $64,173-88.1% |
| Participation rate | 97.4% | 64.5%+32.9pp | 74.0%+23.4pp | 69.6%+27.9pp |
| Annual return | 0.81% | 4.41%-3.6pp | 1.89%-1.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,549 | $1,503+3.1% | $2,532-38.8% | $2,381-34.9% |
| Participant deferral / active EE | $2,141 | $2,459-12.9% | $3,424-37.5% | $3,470-38.3% |
| Admin fee / account holder | $145 | $3,868-96.3% | $4,994-97.1% | $4,887-97.0% |