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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 | $7,222 | $47,848-84.9% | $81,473-91.1% | $70,126-89.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.56% | 27.25%-12.7pp | 38.78%-24.2pp | 73.15%-58.6pp |
| Employer contribution / active EE | $908 | $1,527-40.5% | $2,568-64.6% | $2,343-61.2% |
| Participant deferral / active EE | $1,135 | $2,453-53.7% | $3,537-67.9% | $3,332-65.9% |
| Admin fee / account holder | $41 | $3,145-98.7% | $4,561-99.1% | $4,645-99.1% |