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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 | $5,363 | $64,909-91.7% | $82,312-93.5% | $62,293-91.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,263 | $1,676-24.6% | $2,428-48.0% | $2,042-38.2% |
| Participant deferral / active EE | $3,507 | $3,103+13.0% | $3,706-5.4% | $3,169+10.7% |
| Admin fee / account holder | $70 | $440-84.0% | $5,608-98.7% | $479-85.4% |