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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 | $5,868 | $96,956-93.9% | $69,779-91.6% | $273,972-97.9% |
| Participation rate | 77.8% | 77.1%+0.7pp | 71.8%+6.0pp | 83.0%-5.2pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,585 | $3,316-52.2% | $2,338-32.2% | $4,869-67.5% |
| Participant deferral / active EE | $2,969 | $3,744-20.7% | $2,931+1.3% | $5,287-43.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |