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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 | $6,159 | $67,411-90.9% | $91,004-93.2% | $70,126-91.2% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 36.94% | -40.16%+77.1pp | 4.60%+32.3pp | 73.15%-36.2pp |
| Employer contribution / active EE | $1,494 | $1,786-16.4% | $2,456-39.2% | $2,343-36.2% |
| Participant deferral / active EE | $2,131 | $2,823-24.5% | $3,548-39.9% | $3,332-36.0% |
| Admin fee / account holder | $231 | $4,236-94.6% | $5,417-95.7% | $4,645-95.0% |