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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 | $5,094 | $55,684-90.9% | $75,900-93.3% | $72,976-93.0% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.3%+23.0pp | 69.5%+22.8pp |
| Annual return | 27.47% | 27.60%-0.1pp | 30.73%-3.3pp | 81.02%-53.5pp |
| Employer contribution / active EE | $1,337 | $1,687-20.8% | $2,501-46.6% | $2,440-45.2% |
| Participant deferral / active EE | $2,272 | $2,634-13.8% | $3,604-37.0% | $3,608-37.0% |
| Admin fee / account holder | $198 | $3,981-95.0% | $5,421-96.3% | $5,124-96.1% |