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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 | $6,031 | $52,580-88.5% | $71,671-91.6% | $70,126-91.4% |
| Participation rate | 92.6% | 60.9%+31.7pp | 68.7%+23.8pp | 69.5%+23.1pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,697 | $1,616+5.0% | $2,460-31.0% | $2,343-27.6% |
| Participant deferral / active EE | $2,741 | $2,386+14.9% | $3,438-20.3% | $3,332-17.7% |
| Admin fee / account holder | $167 | $3,653-95.4% | $5,558-97.0% | $4,645-96.4% |