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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 | $7,989 | $57,119-86.0% | $85,187-90.6% | $80,935-90.1% |
| Participation rate | 88.2% | 56.4%+31.8pp | 67.5%+20.7pp | 67.7%+20.6pp |
| Annual return | 17.92% | 21.70%-3.8pp | 66.67%-48.7pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,054 | $1,802-41.5% | $2,732-61.4% | $2,757-61.8% |
| Participant deferral / active EE | $2,404 | $3,115-22.8% | $4,525-46.9% | $4,299-44.1% |
| Admin fee / account holder | $159 | $4,990-96.8% | $6,162-97.4% | $6,924-97.7% |