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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 | $6,142 | $88,707-93.1% | $74,184-91.7% | $273,972-97.8% |
| Participation rate | 76.2% | 79.4%-3.3pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,251 | $3,159-60.4% | $2,370-47.2% | $4,869-74.3% |
| Participant deferral / active EE | $3,019 | $4,212-28.3% | $3,550-14.9% | $5,287-42.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |