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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 | $2,558 | $43,075-94.1% | $74,577-96.6% | $62,881-95.9% |
| Participation rate | 79.3% | 58.1%+21.2pp | 68.1%+11.2pp | 69.3%+10.0pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $779 | $1,498-48.0% | $2,525-69.2% | $2,281-65.9% |
| Participant deferral / active EE | $1,304 | $2,389-45.4% | $3,458-62.3% | $3,203-59.3% |
| Admin fee / account holder | $71 | $2,840-97.5% | $4,138-98.3% | $4,296-98.4% |