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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 | $3,571 | $52,911-93.3% | $73,309-95.1% | $59,633-94.0% |
| Participation rate | 72.4% | 68.2%+4.2pp | 74.9%-2.5pp | 68.7%+3.7pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,383 | $1,909-27.6% | $3,237-57.3% | $2,203-37.2% |
| Participant deferral / active EE | $2,486 | $4,069-38.9% | $4,991-50.2% | $3,192-22.1% |
| Admin fee / account holder | $35 | $3,835-99.1% | $5,635-99.4% | $4,297-99.2% |