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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 | $10,081 | $88,707-88.6% | $74,184-86.4% | $273,972-96.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,045 | $3,159+91.3% | $2,370+155.0% | $4,869+24.2% |
| Participant deferral / active EE | $3,342 | $4,212-20.7% | $3,550-5.9% | $5,287-36.8% |
| Admin fee / account holder | $9 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |