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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 | $4,083 | $88,707-95.4% | $74,184-94.5% | $273,972-98.5% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,221 | $3,159-61.3% | $2,370-48.5% | $4,869-74.9% |
| Participant deferral / active EE | $2,226 | $4,212-47.2% | $3,550-37.3% | $5,287-57.9% |
| Admin fee / account holder | $178 | $8,717-98.0% | $5,586-96.8% | $10,133-98.2% |