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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 | $3,805 | $52,911-92.8% | $73,309-94.8% | $59,633-93.6% |
| Participation rate | 92.2% | 68.2%+24.0pp | 74.9%+17.3pp | 68.7%+23.6pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $486 | $1,909-74.5% | $3,237-85.0% | $2,203-77.9% |
| Participant deferral / active EE | $3,402 | $4,069-16.4% | $4,991-31.8% | $3,192+6.6% |
| Admin fee / account holder | $246 | $3,835-93.6% | $5,635-95.6% | $4,297-94.3% |