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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 | $12,027 | $56,484-78.7% | $169,452-92.9% | $64,173-81.3% |
| Participation rate | 84.6% | 64.5%+20.1pp | 77.8%+6.8pp | 69.6%+15.0pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,270 | $1,832+78.4% | $4,157-21.3% | $2,381+37.3% |
| Participant deferral / active EE | $7,113 | $3,448+106.3% | $5,277+34.8% | $3,470+105.0% |
| Admin fee / account holder | $128 | $4,174-96.9% | $9,110-98.6% | $4,887-97.4% |