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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 | $7,444 | $52,678-85.9% | $75,784-90.2% | $59,633-87.5% |
| Participation rate | 85.7% | 67.2%+18.5pp | 75.8%+9.9pp | 68.7%+17.0pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,739 | $2,193+24.9% | $3,323-17.6% | $2,203+24.3% |
| Participant deferral / active EE | $3,734 | $2,591+44.1% | $3,652+2.2% | $3,192+17.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |