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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 | $4,243 | $69,977-93.9% | $108,582-96.1% | $62,881-93.3% |
| Participation rate | 71.4% | 72.9%-1.5pp | 79.6%-8.1pp | 69.3%+2.1pp |
| Annual return | 17.90% | 10.73%+7.2pp | -51.70%+69.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $979 | $2,135-54.1% | $3,758-74.0% | $2,281-57.1% |
| Participant deferral / active EE | $1,709 | $3,165-46.0% | $4,311-60.3% | $3,203-46.6% |
| Admin fee / account holder | $31 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |