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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 | $20,013 | $88,707-77.4% | $74,184-73.0% | $273,972-92.7% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,949 | $3,159-38.3% | $2,370-17.8% | $4,869-60.0% |
| Participant deferral / active EE | $3,929 | $4,212-6.7% | $3,550+10.7% | $5,287-25.7% |
| Admin fee / account holder | $164 | $8,717-98.1% | $5,586-97.1% | $10,133-98.4% |