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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 | $12,360 | $67,602-81.7% | $82,312-85.0% | $70,126-82.4% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.7pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,219 | $1,755-30.5% | $2,428-49.8% | $2,343-48.0% |
| Participant deferral / active EE | $2,292 | $2,987-23.3% | $3,706-38.2% | $3,332-31.2% |
| Admin fee / account holder | $39 | $4,512-99.1% | $5,608-99.3% | $4,645-99.2% |