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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 | $7,100 | $88,370-92.0% | $112,977-93.7% | $79,856-91.1% |
| Participation rate | 90.0% | 76.8%+13.2pp | 82.6%+7.4pp | 69.6%+20.4pp |
| Annual return | 0.00% | 23.16%-23.2pp | 24.24%-24.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,986 | $3,398-41.5% | $4,255-53.3% | $2,471-19.6% |
| Participant deferral / active EE | $2,936 | $4,536-35.3% | $5,836-49.7% | $3,741-21.5% |
| Admin fee / account holder | $24 | $5,750-99.6% | $6,294-99.6% | $5,306-99.5% |