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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 | $3,938 | $62,672-93.7% | $185,117-97.9% | $70,126-94.4% |
| Participation rate | 84.8% | 63.8%+21.1pp | 77.3%+7.6pp | 69.5%+15.3pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,008 | $1,753-42.5% | $4,182-75.9% | $2,343-57.0% |
| Participant deferral / active EE | $2,302 | $3,272-29.6% | $5,045-54.4% | $3,332-30.9% |
| Admin fee / account holder | $273 | $3,932-93.0% | $8,159-96.6% | $4,645-94.1% |