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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 | $11,258 | $56,894-80.2% | $84,753-86.7% | $62,881-82.1% |
| Participation rate | 86.0% | 68.5%+17.5pp | 76.6%+9.4pp | 69.3%+16.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,380 | $2,709+98.6% | $3,712+44.9% | $3,203+68.0% |
| Admin fee / account holder | $49 | $3,581-98.6% | $5,333-99.1% | $4,296-98.9% |