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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 | $4,745 | $54,757-91.3% | $90,304-94.7% | $72,975-93.5% |
| Participation rate | 76.9% | 65.2%+11.8pp | 73.3%+3.6pp | 69.5%+7.4pp |
| Annual return | 21.89% | 30.63%-8.7pp | 78.13%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,589 | $2,093-24.1% | $2,855-44.4% | $2,440-34.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $107 | $3,973-97.3% | $5,354-98.0% | $5,124-97.9% |