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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 | $19,295 | $54,380-64.5% | $68,509-71.8% | $59,633-67.6% |
| Participation rate | 81.5% | 70.2%+11.3pp | 74.7%+6.8pp | 68.7%+12.8pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,247 | $1,539+46.0% | $2,278-1.4% | $2,203+2.0% |
| Participant deferral / active EE | $4,826 | $2,643+82.6% | $3,382+42.7% | $3,192+51.2% |
| Admin fee / account holder | $72 | $3,885-98.1% | $5,275-98.6% | $4,297-98.3% |