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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 | $6,688 | $60,349-88.9% | $74,184-91.0% | $62,881-89.4% |
| Participation rate | 95.9% | 72.7%+23.2pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,904 | $1,680+72.8% | $2,370+22.5% | $2,281+27.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $119 | $4,261-97.2% | $5,586-97.9% | $4,296-97.2% |