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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 | $2,532 | $57,828-95.6% | $117,039-97.8% | $70,126-96.4% |
| Participation rate | 79.3% | 67.1%+12.2pp | 77.2%+2.1pp | 69.5%+9.8pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $727 | $1,816-60.0% | $3,785-80.8% | $2,343-69.0% |
| Participant deferral / active EE | $1,578 | $2,438-35.3% | $3,929-59.9% | $3,332-52.7% |
| Admin fee / account holder | $14 | $3,548-99.6% | $5,974-99.8% | $4,645-99.7% |