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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 | $7,591 | $56,894-86.7% | $84,753-91.0% | $62,881-87.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,089 | $2,400+70.4% | $3,574+14.4% | $2,281+79.3% |
| Participant deferral / active EE | $2,551 | $2,709-5.8% | $3,712-31.3% | $3,203-20.4% |
| Admin fee / account holder | $105 | $3,581-97.1% | $5,333-98.0% | $4,296-97.6% |