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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 | $4,061 | $76,551-94.7% | $123,894-96.7% | $62,881-93.5% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,391 | $2,882-51.8% | $4,617-69.9% | $2,281-39.0% |
| Participant deferral / active EE | $2,781 | $4,840-42.5% | $5,984-53.5% | $3,203-13.2% |
| Admin fee / account holder | $86 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |