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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 | $4,166 | $76,551-94.6% | $123,894-96.6% | $62,881-93.4% |
| Participation rate | 76.7% | 73.0%+3.7pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,521 | $2,882-47.2% | $4,617-67.1% | $2,281-33.3% |
| Participant deferral / active EE | $2,162 | $4,840-55.3% | $5,984-63.9% | $3,203-32.5% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |