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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 | $2,885 | $58,600-95.1% | $83,327-96.5% | $64,173-95.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,261 | $2,098-39.9% | $3,379-62.7% | $2,381-47.0% |
| Participant deferral / active EE | $1,998 | $4,656-57.1% | $5,565-64.1% | $3,470-42.4% |
| Admin fee / account holder | $161 | $9,282-98.3% | $7,540-97.9% | $4,887-96.7% |