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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 | $4,946 | $45,079-89.0% | $69,461-92.9% | $72,983-93.2% |
| Participation rate | 92.1% | 68.5%+23.6pp | 74.6%+17.5pp | 69.5%+22.6pp |
| Annual return | 0.00% | 22.65%-22.7pp | 28.97%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,578 | $2,055-23.2% | $2,779-43.2% | $2,440-35.3% |
| Participant deferral / active EE | $3,219 | $2,603+23.7% | $3,536-9.0% | $3,608-10.8% |
| Admin fee / account holder | $249 | $3,056-91.9% | $3,840-93.5% | $5,124-95.1% |