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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 | $5,300 | $58,600-91.0% | $83,327-93.6% | $64,173-91.7% |
| Participation rate | 75.6% | 72.0%+3.6pp | 77.8%-2.2pp | 69.6%+6.0pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,291 | $2,098-38.5% | $3,379-61.8% | $2,381-45.8% |
| Participant deferral / active EE | $2,888 | $4,656-38.0% | $5,565-48.1% | $3,470-16.8% |
| Admin fee / account holder | $5 | $9,282-99.9% | $7,540-99.9% | $4,887-99.9% |