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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 | $18,350 | $61,660-70.2% | $80,022-77.1% | $64,173-71.4% |
| Participation rate | 73.7% | 71.7%+2.0pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,446 | $1,810+35.1% | $2,468-0.9% | $2,381+2.7% |
| Participant deferral / active EE | $4,500 | $2,968+51.6% | $3,686+22.1% | $3,470+29.7% |
| Admin fee / account holder | $266 | $5,417-95.1% | $6,521-95.9% | $4,887-94.6% |