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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 | $6,875 | $55,713-87.7% | $75,901-90.9% | $72,975-90.6% |
| Participation rate | 71.1% | 61.1%+9.9pp | 69.3%+1.8pp | 69.5%+1.6pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,502 | $1,687-11.0% | $2,501-39.9% | $2,440-38.4% |
| Participant deferral / active EE | $3,412 | $2,634+29.6% | $3,603-5.3% | $3,608-5.4% |
| Admin fee / account holder | $92 | $3,980-97.7% | $5,420-98.3% | $5,124-98.2% |