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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 | $4,007 | $48,300-91.7% | $40,145,923-100.0% | $62,881-93.6% |
| Participation rate | 84.0% | 62.0%+22.0pp | 68.4%+15.6pp | 69.3%+14.7pp |
| Annual return | 0.00% | 6.95%-7.0pp | 5.24%-5.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,302 | $2,388+38.3% | $2,591+27.5% | $3,203+3.1% |
| Admin fee / account holder | $84 | $2,919-97.1% | $2,903-97.1% | $4,296-98.1% |