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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 | $7,700 | $99,345-92.2% | $84,753-90.9% | $273,972-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,753 | $4,214-58.4% | $3,574-51.0% | $4,869-64.0% |
| Participant deferral / active EE | $3,006 | $4,270-29.6% | $3,712-19.0% | $5,287-43.1% |
| Admin fee / account holder | $106 | $6,645-98.4% | $5,333-98.0% | $10,133-99.0% |