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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 | $3,096 | $61,660-95.0% | $80,022-96.1% | $64,173-95.2% |
| Participation rate | 71.0% | 71.7%-0.7pp | 75.8%-4.9pp | 69.6%+1.4pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,185 | $1,810-34.5% | $2,468-52.0% | $2,381-50.2% |
| Participant deferral / active EE | $1,691 | $2,968-43.0% | $3,686-54.1% | $3,470-51.3% |
| Admin fee / account holder | $66 | $5,417-98.8% | $6,521-99.0% | $4,887-98.7% |