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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 | $4,666 | $58,600-92.0% | $83,327-94.4% | $64,173-92.7% |
| Participation rate | 75.0% | 72.0%+3.0pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,258 | $2,098-40.1% | $3,379-62.8% | $2,381-47.2% |
| Participant deferral / active EE | $2,957 | $4,656-36.5% | $5,565-46.9% | $3,470-14.8% |
| Admin fee / account holder | $149 | $9,282-98.4% | $7,540-98.0% | $4,887-97.0% |