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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 | $1,529 | $43,075-96.4% | $74,577-97.9% | $62,881-97.6% |
| Participation rate | 96.6% | 58.1%+38.5pp | 68.1%+28.4pp | 69.3%+27.2pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $488 | $1,498-67.4% | $2,525-80.7% | $2,281-78.6% |
| Participant deferral / active EE | $1,132 | $2,389-52.6% | $3,458-67.3% | $3,203-64.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |