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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 | $8,461 | $54,763-84.5% | $90,324-90.6% | $72,976-88.4% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,633 | $2,093-22.0% | $2,856-42.8% | $2,440-33.1% |
| Participant deferral / active EE | $4,275 | $2,887+48.0% | $3,885+10.0% | $3,608+18.5% |
| Admin fee / account holder | $108 | $3,973-97.3% | $5,356-98.0% | $5,124-97.9% |