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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 | $15,029 | $41,377-63.7% | $109,313-86.3% | $62,881-76.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,582 | $1,276+24.0% | $3,892-59.3% | $2,281-30.6% |
| Participant deferral / active EE | $1,602 | $2,045-21.6% | $3,166-49.4% | $3,203-50.0% |
| Admin fee / account holder | $87 | $2,884-97.0% | $5,666-98.5% | $4,296-98.0% |