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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 | $2,353 | $57,352-95.9% | $83,830-97.2% | $64,173-96.3% |
| Participation rate | 88.6% | 68.6%+20.0pp | 76.1%+12.4pp | 69.6%+19.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $969 | $2,546-61.9% | $3,631-73.3% | $2,381-59.3% |
| Participant deferral / active EE | $1,430 | $2,993-52.2% | $4,082-65.0% | $3,470-58.8% |
| Admin fee / account holder | $252 | $4,046-93.8% | $5,479-95.4% | $4,887-94.8% |