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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 | $23,413 | $76,367-69.3% | $93,614-75.0% | $72,983-67.9% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,636 | $2,275-28.1% | $2,718-39.8% | $2,440-32.9% |
| Participant deferral / active EE | $2,284 | $3,538-35.5% | $4,069-43.9% | $3,608-36.7% |
| Admin fee / account holder | $193 | $6,838-97.2% | $7,889-97.6% | $5,124-96.2% |