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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 | $16,489 | $92,219-82.1% | $76,767-78.5% | $135,380-87.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,845 | $3,216-42.6% | $2,485-25.7% | $4,779-61.4% |
| Participant deferral / active EE | $4,080 | $4,508-9.5% | $3,852+5.9% | $5,609-27.3% |
| Admin fee / account holder | $257 | $10,749-97.6% | $6,675-96.1% | $10,828-97.6% |