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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 | $3,488 | $73,955-95.3% | $96,520-96.4% | $75,181-95.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $794 | $2,930-72.9% | $3,739-78.8% | $2,671-70.3% |
| Participant deferral / active EE | $2,351 | $3,659-35.8% | $4,879-51.8% | $4,126-43.0% |
| Admin fee / account holder | $61 | $5,217-98.8% | $6,733-99.1% | $5,650-98.9% |