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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 | $5,250 | $60,349-91.3% | $74,184-92.9% | $62,881-91.7% |
| Participation rate | 74.1% | 72.7%+1.4pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,575 | $1,680-6.3% | $2,370-33.6% | $2,281-31.0% |
| Participant deferral / active EE | $2,206 | $2,856-22.8% | $3,550-37.9% | $3,203-31.1% |
| Admin fee / account holder | $58 | $4,261-98.6% | $5,586-99.0% | $4,296-98.7% |