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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 | $6,404 | $47,848-86.6% | $81,473-92.1% | $70,126-90.9% |
| Participation rate | 89.3% | 58.3%+31.0pp | 68.0%+21.3pp | 69.5%+19.7pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,848 | $1,527+21.0% | $2,568-28.0% | $2,343-21.1% |
| Participant deferral / active EE | $4,018 | $2,453+63.8% | $3,537+13.6% | $3,332+20.6% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |