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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 | $7,511 | $99,345-92.4% | $84,753-91.1% | $273,972-97.3% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.57% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,787 | $4,270-34.7% | $3,712-24.9% | $5,287-47.3% |
| Admin fee / account holder | $138 | $6,645-97.9% | $5,333-97.4% | $10,133-98.6% |