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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 | $5,592 | $93,064-94.0% | $74,577-92.5% | $273,972-98.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,084 | $3,160-65.7% | $2,525-57.1% | $4,869-77.7% |
| Participant deferral / active EE | $4,363 | $4,160+4.9% | $3,458+26.2% | $5,287-17.5% |
| Admin fee / account holder | $18 | $5,273-99.6% | $4,138-99.6% | $10,133-99.8% |