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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 | $7,208 | $52,279-86.2% | $89,414-91.9% | $79,852-91.0% |
| Participation rate | 86.8% | 57.5%+29.3pp | 68.0%+18.9pp | 69.6%+17.2pp |
| Annual return | 21.00% | 22.16%-1.2pp | 245.50%-224.5pp | 31.72%-10.7pp |
| Employer contribution / active EE | $1,316 | $1,572-16.3% | $2,586-49.1% | $2,471-46.8% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $92 | $3,356-97.2% | $4,883-98.1% | $5,306-98.3% |