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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 | $6,827 | $43,075-84.2% | $74,577-90.8% | $62,881-89.1% |
| Participation rate | 76.9% | 58.1%+18.9pp | 68.1%+8.8pp | 69.3%+7.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,371 | $1,498+58.3% | $2,525-6.1% | $2,281+4.0% |
| Participant deferral / active EE | $2,902 | $2,389+21.5% | $3,458-16.1% | $3,203-9.4% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |