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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 | $6,638 | $39,132-83.0% | $57,196-88.4% | $62,881-89.4% |
| Participation rate | 94.3% | 70.5%+23.8pp | 75.3%+19.0pp | 69.3%+25.0pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,299 | $1,874+22.7% | $2,683-14.3% | $2,281+0.8% |
| Participant deferral / active EE | $4,119 | $2,374+73.5% | $3,096+33.0% | $3,203+28.6% |
| Admin fee / account holder | $10 | $2,594-99.6% | $3,141-99.7% | $4,296-99.8% |