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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 | $5,582 | $45,872-87.8% | $77,100-92.8% | $68,490-91.8% |
| Participation rate | 88.0% | 55.9%+32.1pp | 67.9%+20.1pp | 67.9%+20.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,200 | $1,650-27.3% | $2,815-57.4% | $2,597-53.8% |
| Participant deferral / active EE | $4,120 | $2,963+39.1% | $4,430-7.0% | $4,028+2.3% |
| Admin fee / account holder | $16 | $3,041-99.5% | $5,443-99.7% | $5,403-99.7% |