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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 | $13,385 | $88,707-84.9% | $74,184-82.0% | $273,972-95.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,409 | $3,159+102.9% | $2,370+170.4% | $4,869+31.6% |
| Participant deferral / active EE | $3,792 | $4,212-10.0% | $3,550+6.8% | $5,287-28.3% |
| Admin fee / account holder | $48 | $8,717-99.5% | $5,586-99.1% | $10,133-99.5% |