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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 | $6,688 | $47,848-86.0% | $81,473-91.8% | $70,126-90.5% |
| Participation rate | 71.4% | 58.3%+13.2pp | 68.0%+3.5pp | 69.5%+1.9pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,418 | $1,527-7.2% | $2,568-44.8% | $2,343-39.5% |
| Participant deferral / active EE | $2,749 | $2,453+12.1% | $3,537-22.3% | $3,332-17.5% |
| Admin fee / account holder | $86 | $3,145-97.3% | $4,561-98.1% | $4,645-98.2% |