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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 | $3,854 | $49,025-92.1% | $87,502-95.6% | $62,881-93.9% |
| Participation rate | 70.8% | 64.9%+6.0pp | 73.8%-3.0pp | 69.3%+1.5pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $764 | $1,372-44.3% | $2,550-70.0% | $2,281-66.5% |
| Participant deferral / active EE | $1,585 | $2,289-30.8% | $3,149-49.7% | $3,203-50.5% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |