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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 | $3,605 | $53,777-93.3% | $134,155-97.3% | $79,858-95.5% |
| Participation rate | 97.8% | 58.8%+39.0pp | 72.2%+25.6pp | 69.6%+28.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.34%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,363 | $1,321+3.2% | $3,705-63.2% | $2,471-44.8% |
| Participant deferral / active EE | $1,911 | $2,420-21.1% | $3,500-45.4% | $3,740-48.9% |
| Admin fee / account holder | $139 | $3,984-96.5% | $6,685-97.9% | $5,306-97.4% |