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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 | $5,570 | $56,287-90.1% | $80,977-93.1% | $62,881-91.1% |
| Participation rate | 94.1% | 68.9%+25.2pp | 75.8%+18.3pp | 69.3%+24.8pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,790 | $1,943-7.8% | $3,715-51.8% | $2,281-21.5% |
| Participant deferral / active EE | $3,265 | $4,196-22.2% | $5,696-42.7% | $3,203+1.9% |
| Admin fee / account holder | $30 | $3,742-99.2% | $5,517-99.4% | $4,296-99.3% |