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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 | $5,045 | $64,359-92.2% | $90,161-94.4% | $70,126-92.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,391 | $2,046-32.0% | $3,318-58.1% | $2,343-40.6% |
| Participant deferral / active EE | $2,907 | $4,389-33.8% | $5,287-45.0% | $3,332-12.7% |
| Admin fee / account holder | $40 | $3,945-99.0% | $5,943-99.3% | $4,645-99.1% |