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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 | $7,378 | $40,275-81.7% | $57,356-87.1% | $59,633-87.6% |
| Participation rate | 96.9% | 69.1%+27.7pp | 75.1%+21.8pp | 68.7%+28.2pp |
| Annual return | -1.74% | 27.52%-29.3pp | 24.41%-26.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,758 | $1,921-8.5% | $2,689-34.6% | $2,203-20.2% |
| Participant deferral / active EE | $2,402 | $2,400+0.1% | $3,162-24.0% | $3,192-24.8% |
| Admin fee / account holder | $173 | $2,820-93.9% | $3,357-94.8% | $4,297-96.0% |