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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 | $6,192 | $58,848-89.5% | $88,179-93.0% | $82,637-92.5% |
| Participation rate | 93.9% | 57.9%+36.0pp | 69.1%+24.8pp | 68.1%+25.9pp |
| Annual return | 0.00% | 22.76%-22.8pp | 64.97%-65.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,662 | $1,678-1.0% | $2,549-34.8% | $2,552-34.9% |
| Participant deferral / active EE | $3,724 | $3,124+19.2% | $4,614-19.3% | $4,126-9.7% |
| Admin fee / account holder | $65 | $4,795-98.7% | $7,673-99.2% | $7,339-99.1% |