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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 | $22,018 | $76,371-71.2% | $93,621-76.5% | $72,976-69.8% |
| Participation rate | 90.3% | 71.8%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,596 | $2,276-29.9% | $2,719-41.3% | $2,440-34.6% |
| Participant deferral / active EE | $3,503 | $3,538-1.0% | $4,070-13.9% | $3,608-2.9% |
| Admin fee / account holder | $126 | $6,839-98.2% | $7,890-98.4% | $5,124-97.5% |