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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 | $5,525 | $45,872-88.0% | $77,100-92.8% | $68,490-91.9% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,489 | $1,650+50.9% | $2,815-11.6% | $2,597-4.1% |
| Participant deferral / active EE | $2,281 | $2,963-23.0% | $4,430-48.5% | $4,028-43.4% |
| Admin fee / account holder | $205 | $3,041-93.3% | $5,443-96.2% | $5,403-96.2% |