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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 | $7,735 | $48,314-84.0% | $67,561-88.6% | $80,925-90.4% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.3pp |
| Annual return | 15.69% | 18.28%-2.6pp | 3525.44%-3509.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,900 | $2,022-6.0% | $2,735-30.5% | $2,756-31.1% |
| Participant deferral / active EE | $2,692 | $2,927-8.0% | $4,003-32.8% | $4,299-37.4% |
| Admin fee / account holder | $159 | $3,690-95.7% | $4,006-96.0% | $6,940-97.7% |