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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 | $20,993 | $72,492-71.0% | $87,104-75.9% | $72,975-71.2% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,549 | $1,894-18.2% | $2,521-38.6% | $2,440-36.5% |
| Participant deferral / active EE | $1,985 | $3,270-39.3% | $4,048-51.0% | $3,608-45.0% |
| Admin fee / account holder | $11 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |