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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 | $17,554 | $76,551-77.1% | $123,894-85.8% | $62,881-72.1% |
| Participation rate | 76.5% | 73.0%+3.6pp | 81.4%-4.9pp | 69.3%+7.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,859 | $2,882-35.5% | $4,617-59.7% | $2,281-18.5% |
| Participant deferral / active EE | $4,349 | $4,840-10.1% | $5,984-27.3% | $3,203+35.8% |
| Admin fee / account holder | $50 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |