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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 | $7,356 | $69,977-89.5% | $108,582-93.2% | $62,881-88.3% |
| Participation rate | 93.6% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.3pp |
| Annual return | 9.40% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,143 | $2,135+0.4% | $3,758-43.0% | $2,281-6.0% |
| Participant deferral / active EE | $2,262 | $3,165-28.5% | $4,311-47.5% | $3,203-29.4% |
| Admin fee / account holder | $288 | $5,076-94.3% | $7,645-96.2% | $4,296-93.3% |