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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 | $11,330 | $72,177-84.3% | $115,038-90.2% | $59,633-81.0% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,107 | $2,841-61.0% | $4,608-76.0% | $2,203-49.8% |
| Participant deferral / active EE | $4,054 | $4,783-15.2% | $6,026-32.7% | $3,192+27.0% |
| Admin fee / account holder | $139 | $4,927-97.2% | $8,175-98.3% | $4,297-96.8% |