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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 | $6,636 | $60,349-89.0% | $74,184-91.1% | $62,881-89.4% |
| Participation rate | 89.6% | 72.7%+16.8pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 5.65% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,079 | $1,680-35.8% | $2,370-54.5% | $2,281-52.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $77 | $4,261-98.2% | $5,586-98.6% | $4,296-98.2% |