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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 | $5,829 | $72,486-92.0% | $87,103-93.3% | $72,976-92.0% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.3pp | 69.5%+9.7pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,385 | $1,894-26.8% | $2,521-45.1% | $2,440-43.2% |
| Participant deferral / active EE | $3,288 | $3,270+0.6% | $4,049-18.8% | $3,608-8.9% |
| Admin fee / account holder | $100 | $5,055-98.0% | $7,491-98.7% | $5,124-98.0% |