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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 | $5,530 | $56,894-90.3% | $84,753-93.5% | $62,881-91.2% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,116 | $2,400-53.5% | $3,574-68.8% | $2,281-51.1% |
| Participant deferral / active EE | $1,855 | $2,709-31.5% | $3,712-50.0% | $3,203-42.1% |
| Admin fee / account holder | $11 | $3,581-99.7% | $5,333-99.8% | $4,296-99.7% |