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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 | $7,650 | $65,364-88.3% | $92,909-91.8% | $72,975-89.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.15% | 42.11%-24.0pp | 109.44%-91.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,678 | $2,594-35.3% | $3,653-54.1% | $2,440-31.2% |
| Participant deferral / active EE | $2,701 | $3,128-13.7% | $4,238-36.3% | $3,608-25.1% |
| Admin fee / account holder | $170 | $4,251-96.0% | $5,795-97.1% | $5,124-96.7% |