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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 | $11,656 | $56,484-79.4% | $169,452-93.1% | $64,173-81.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,827 | $1,832+108.8% | $4,157-7.9% | $2,381+60.7% |
| Participant deferral / active EE | $6,148 | $3,448+78.3% | $5,277+16.5% | $3,470+77.2% |
| Admin fee / account holder | $75 | $4,174-98.2% | $9,110-99.2% | $4,887-98.5% |