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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 | $71,208-90.2% | $93,681-92.5% | $80,911-91.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 22.52% | 11.27%+11.3pp | 133.47%-110.9pp | 35.63%-13.1pp |
| Employer contribution / active EE | $1,601 | $1,564+2.3% | $2,422-33.9% | $2,756-41.9% |
| Participant deferral / active EE | $3,138 | $4,035-22.2% | $4,415-28.9% | $4,297-27.0% |
| Admin fee / account holder | $190 | $6,951-97.3% | $8,290-97.7% | $6,935-97.3% |