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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 | $7,009 | $71,197-90.2% | $93,669-92.5% | $80,925-91.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 22.52% | 11.27%+11.3pp | 133.59%-111.1pp | 35.65%-13.1pp |
| Employer contribution / active EE | $1,601 | $1,565+2.3% | $2,424-34.0% | $2,756-41.9% |
| Participant deferral / active EE | $3,138 | $4,036-22.2% | $4,416-28.9% | $4,299-27.0% |
| Admin fee / account holder | $190 | $6,959-97.3% | $8,291-97.7% | $6,940-97.3% |