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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 | $12,723 | $76,367-83.3% | $93,614-86.4% | $72,983-82.6% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,808 | $2,275-20.6% | $2,718-33.5% | $2,440-25.9% |
| Participant deferral / active EE | $4,567 | $3,538+29.1% | $4,069+12.2% | $3,608+26.6% |
| Admin fee / account holder | $270 | $6,838-96.1% | $7,889-96.6% | $5,124-94.7% |