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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 | $4,879 | $72,492-93.3% | $87,104-94.4% | $72,975-93.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,577 | $1,894-16.7% | $2,521-37.4% | $2,440-35.4% |
| Participant deferral / active EE | $3,288 | $3,270+0.6% | $4,048-18.8% | $3,608-8.9% |
| Admin fee / account holder | $124 | $5,055-97.6% | $7,491-98.4% | $5,124-97.6% |