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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 | $7,739 | $39,132-80.2% | $57,196-86.5% | $62,881-87.7% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.7pp | 69.3%+28.8pp |
| Annual return | 1.29% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $844 | $1,874-55.0% | $2,683-68.6% | $2,281-63.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $204 | $2,594-92.1% | $3,141-93.5% | $4,296-95.3% |