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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 | $4,537 | $58,587-92.3% | $83,322-94.6% | $64,173-92.9% |
| Participation rate | 89.7% | 72.0%+17.6pp | 77.8%+11.9pp | 69.6%+20.1pp |
| Annual return | 0.00% | 9.65%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,054 | $2,098-49.8% | $3,379-68.8% | $2,381-55.7% |
| Participant deferral / active EE | $3,065 | $4,654-34.1% | $5,565-44.9% | $3,470-11.7% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |