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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 | $6,025 | $53,162-88.7% | $91,225-93.4% | $68,486-91.2% |
| Participation rate | 98.1% | 63.2%+34.9pp | 73.2%+24.9pp | 67.9%+30.3pp |
| Annual return | 19.99% | -3.14%+23.1pp | 114.12%-94.1pp | -7.85%+27.8pp |
| Employer contribution / active EE | $2,906 | $1,709+70.0% | $2,851+1.9% | $2,597+11.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $105 | $4,493-97.7% | $5,422-98.1% | $5,404-98.1% |