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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 | $14,619 | $72,273-79.8% | $101,275-85.6% | $79,856-81.7% |
| Participation rate | 76.2% | 68.5%+7.7pp | 75.8%+0.4pp | 69.6%+6.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,329 | $2,691-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $2,449 | $3,282-25.4% | $4,371-44.0% | $3,741-34.5% |
| Admin fee / account holder | $14 | $4,401-99.7% | $5,948-99.8% | $5,306-99.7% |