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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 | $5,797 | $50,637-88.6% | $86,582-93.3% | $62,293-90.7% |
| Participation rate | 98.0% | 67.9%+30.1pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 0.00% | 20.80%-20.8pp | 965.08%-965.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,943 | $2,075+90.0% | $2,839+38.9% | $2,042+93.1% |
| Participant deferral / active EE | $1,789 | $2,611-31.5% | $3,609-50.4% | $3,169-43.5% |
| Admin fee / account holder | $195 | $413-52.9% | $4,904-96.0% | $479-59.4% |