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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 | $7,425 | $59,123-87.4% | $77,183-90.4% | $75,181-90.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 25.46% | 26.72%-1.3pp | 37.89%-12.4pp | 160.69%-135.2pp |
| Employer contribution / active EE | $1,532 | $1,996-23.2% | $2,534-39.5% | $2,671-42.6% |
| Participant deferral / active EE | $2,451 | $2,999-18.3% | $3,833-36.1% | $4,126-40.6% |
| Admin fee / account holder | $0 | $4,776-100.0% | $5,475-100.0% | $5,650-100.0% |