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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 | $21,030 | $67,602-68.9% | $82,312-74.5% | $70,126-70.0% |
| Participation rate | 84.5% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+15.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,661 | $1,755-5.4% | $2,428-31.6% | $2,343-29.1% |
| Participant deferral / active EE | $3,543 | $2,987+18.6% | $3,706-4.4% | $3,332+6.3% |
| Admin fee / account holder | $92 | $4,512-98.0% | $5,608-98.4% | $4,645-98.0% |