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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 | $2,841 | $43,075-93.4% | $74,577-96.2% | $62,881-95.5% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.1%+6.9pp | 69.3%+5.7pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $756 | $1,498-49.5% | $2,525-70.1% | $2,281-66.9% |
| Participant deferral / active EE | $1,300 | $2,389-45.6% | $3,458-62.4% | $3,203-59.4% |
| Admin fee / account holder | $17 | $2,840-99.4% | $4,138-99.6% | $4,296-99.6% |