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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 | $6,114 | $52,678-88.4% | $75,784-91.9% | $59,633-89.7% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,003 | $2,193-8.7% | $3,323-39.7% | $2,203-9.1% |
| Participant deferral / active EE | $5,238 | $2,591+102.2% | $3,652+43.4% | $3,192+64.1% |
| Admin fee / account holder | $21 | $3,610-99.4% | $5,300-99.6% | $4,297-99.5% |