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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 | $5,806 | $57,828-90.0% | $117,039-95.0% | $70,126-91.7% |
| Participation rate | 78.8% | 67.1%+11.7pp | 77.2%+1.7pp | 69.5%+9.3pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,790 | $1,816-1.4% | $3,785-52.7% | $2,343-23.6% |
| Participant deferral / active EE | $2,645 | $2,438+8.5% | $3,929-32.7% | $3,332-20.6% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |