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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 | $19,984 | $72,492-72.4% | $87,104-77.1% | $72,975-72.6% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,117 | $1,894-41.0% | $2,521-55.7% | $2,440-54.2% |
| Participant deferral / active EE | $2,803 | $3,270-14.3% | $4,048-30.8% | $3,608-22.3% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |