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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 | $4,389 | $51,708-91.5% | $106,619-95.9% | $62,881-93.0% |
| Participation rate | 72.9% | 66.9%+6.0pp | 78.0%-5.1pp | 69.3%+3.6pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $797 | $1,764-54.8% | $3,947-79.8% | $2,281-65.1% |
| Participant deferral / active EE | $1,446 | $2,315-37.5% | $3,930-63.2% | $3,203-54.8% |
| Admin fee / account holder | $67 | $3,349-98.0% | $6,418-99.0% | $4,296-98.4% |