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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 | $6,408 | $79,961-92.0% | $98,462-93.5% | $75,177-91.5% |
| Participation rate | 82.3% | 70.4%+11.9pp | 75.2%+7.1pp | 67.2%+15.1pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,773 | $2,264-21.7% | $3,049-41.8% | $2,671-33.6% |
| Participant deferral / active EE | $3,195 | $3,753-14.9% | $4,738-32.6% | $4,126-22.6% |
| Admin fee / account holder | $214 | $6,842-96.9% | $8,875-97.6% | $5,651-96.2% |