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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 | $3,457 | $93,064-96.3% | $74,577-95.4% | $273,972-98.7% |
| Participation rate | 92.9% | 74.9%+17.9pp | 68.1%+24.7pp | 83.0%+9.8pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $640 | $3,160-79.7% | $2,525-74.7% | $4,869-86.9% |
| Participant deferral / active EE | $2,477 | $4,160-40.5% | $3,458-28.4% | $5,287-53.2% |
| Admin fee / account holder | $2 | $5,273-100.0% | $4,138-99.9% | $10,133-100.0% |