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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 | $5,099 | $43,333-88.2% | $59,883-91.5% | $64,181-92.1% |
| Participation rate | 90.7% | 69.2%+21.5pp | 74.7%+16.0pp | 69.6%+21.1pp |
| Annual return | 10.06% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,507 | $2,547-1.5% | $3,402-26.3% | $3,470-27.7% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |