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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 | $5,755 | $76,551-92.5% | $123,894-95.4% | $62,881-90.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,885 | $2,882-34.6% | $4,617-59.2% | $2,281-17.4% |
| Participant deferral / active EE | $4,410 | $4,840-8.9% | $5,984-26.3% | $3,203+37.7% |
| Admin fee / account holder | $91 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |