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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 | $3,370 | $49,025-93.1% | $87,502-96.1% | $62,881-94.6% |
| Participation rate | 94.6% | 64.9%+29.7pp | 73.8%+20.8pp | 69.3%+25.3pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $959 | $1,372-30.1% | $2,550-62.4% | $2,281-57.9% |
| Participant deferral / active EE | $1,199 | $2,289-47.6% | $3,149-61.9% | $3,203-62.6% |
| Admin fee / account holder | $5 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |