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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 | $8,193 | $105,623-92.2% | $87,502-90.6% | $273,972-97.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,329 | $3,141-57.7% | $2,550-47.9% | $4,869-72.7% |
| Participant deferral / active EE | $5,276 | $3,601+46.5% | $3,149+67.6% | $5,287-0.2% |
| Admin fee / account holder | $48 | $4,781-99.0% | $4,221-98.9% | $10,133-99.5% |