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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 | $4,668 | $76,551-93.9% | $123,894-96.2% | $62,881-92.6% |
| Participation rate | 82.3% | 73.0%+9.3pp | 81.4%+0.8pp | 69.3%+13.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,170 | $2,882-59.4% | $4,617-74.7% | $2,281-48.7% |
| Participant deferral / active EE | $2,638 | $4,840-45.5% | $5,984-55.9% | $3,203-17.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |