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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 | $5,814 | $52,306-88.9% | $69,779-91.7% | $62,881-90.8% |
| Participation rate | 96.4% | 67.2%+29.2pp | 71.8%+24.6pp | 69.3%+27.1pp |
| Annual return | 8.96% | 13.35%-4.4pp | 12.99%-4.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,929 | $1,799+7.2% | $2,338-17.5% | $2,281-15.4% |
| Participant deferral / active EE | $1,658 | $2,395-30.8% | $2,931-43.4% | $3,203-48.2% |
| Admin fee / account holder | $59 | $3,691-98.4% | $4,381-98.6% | $4,296-98.6% |