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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 | $4,915 | $105,623-95.3% | $87,502-94.4% | $273,972-98.2% |
| Participation rate | 95.2% | 78.2%+17.0pp | 73.8%+21.4pp | 83.0%+12.2pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,236 | $3,141-28.8% | $2,550-12.3% | $4,869-54.1% |
| Participant deferral / active EE | $2,420 | $3,601-32.8% | $3,149-23.2% | $5,287-54.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |