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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 | $6,049 | $82,882-92.7% | $127,803-95.3% | $72,975-91.7% |
| Participation rate | 80.5% | 71.5%+9.0pp | 79.0%+1.5pp | 69.5%+11.0pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,680 | $3,346-49.8% | $4,576-63.3% | $2,440-31.1% |
| Participant deferral / active EE | $3,257 | $4,791-32.0% | $6,023-45.9% | $3,608-9.7% |
| Admin fee / account holder | $68 | $6,487-99.0% | $9,399-99.3% | $5,124-98.7% |