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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 | $7,198 | $72,273-90.0% | $101,275-92.9% | $79,856-91.0% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,715 | $2,691-36.3% | $3,660-53.2% | $2,471-30.6% |
| Participant deferral / active EE | $4,014 | $3,282+22.3% | $4,371-8.2% | $3,741+7.3% |
| Admin fee / account holder | $231 | $4,401-94.8% | $5,948-96.1% | $5,306-95.7% |