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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 | $4,794 | $93,064-94.8% | $74,577-93.6% | $273,972-98.3% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,220 | $3,160-61.4% | $2,525-51.7% | $4,869-74.9% |
| Participant deferral / active EE | $3,611 | $4,160-13.2% | $3,458+4.4% | $5,287-31.7% |
| Admin fee / account holder | $108 | $5,273-98.0% | $4,138-97.4% | $10,133-98.9% |