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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 | $7,609 | $67,411-88.7% | $91,004-91.6% | $70,126-89.1% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 15.59% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,199 | $1,786-32.8% | $2,456-51.2% | $2,343-48.8% |
| Participant deferral / active EE | $2,336 | $2,823-17.2% | $3,548-34.2% | $3,332-29.9% |
| Admin fee / account holder | $87 | $4,236-97.9% | $5,417-98.4% | $4,645-98.1% |