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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 | $6,469 | $72,177-91.0% | $115,038-94.4% | $59,633-89.2% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,410 | $2,841-50.4% | $4,608-69.4% | $2,203-36.0% |
| Participant deferral / active EE | $3,933 | $4,783-17.8% | $6,026-34.7% | $3,192+23.2% |
| Admin fee / account holder | $116 | $4,927-97.7% | $8,175-98.6% | $4,297-97.3% |