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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 | $6,108 | $45,872-86.7% | $77,100-92.1% | $68,490-91.1% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,117 | $1,650+28.4% | $2,815-24.8% | $2,597-18.5% |
| Participant deferral / active EE | $3,928 | $2,963+32.6% | $4,430-11.3% | $4,028-2.5% |
| Admin fee / account holder | $108 | $3,041-96.5% | $5,443-98.0% | $5,403-98.0% |