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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 | $4,400 | $56,484-92.2% | $169,452-97.4% | $64,173-93.1% |
| Participation rate | 74.5% | 64.5%+10.0pp | 77.8%-3.2pp | 69.6%+5.0pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,297 | $1,832-29.2% | $4,157-68.8% | $2,381-45.5% |
| Participant deferral / active EE | $2,423 | $3,448-29.7% | $5,277-54.1% | $3,470-30.2% |
| Admin fee / account holder | $166 | $4,174-96.0% | $9,110-98.2% | $4,887-96.6% |