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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 | $3,813 | $99,345-96.2% | $84,753-95.5% | $273,972-98.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,237 | $4,214-70.7% | $3,574-65.4% | $4,869-74.6% |
| Participant deferral / active EE | $2,017 | $4,270-52.8% | $3,712-45.6% | $5,287-61.8% |
| Admin fee / account holder | $15 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |