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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 | $5,425 | $43,075-87.4% | $74,577-92.7% | $62,881-91.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.97% | 17.50%-10.5pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $974 | $1,498-35.0% | $2,525-61.4% | $2,281-57.3% |
| Participant deferral / active EE | $1,249 | $2,389-47.7% | $3,458-63.9% | $3,203-61.0% |
| Admin fee / account holder | $120 | $2,840-95.8% | $4,138-97.1% | $4,296-97.2% |