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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 | $10,744 | $52,836-79.7% | $105,738-89.8% | $64,173-83.3% |
| Participation rate | 90.3% | 66.5%+23.8pp | 76.3%+14.0pp | 69.6%+20.8pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,476 | $1,827-19.2% | $3,268-54.9% | $2,381-38.0% |
| Participant deferral / active EE | $2,629 | $2,545+3.3% | $4,080-35.6% | $3,470-24.2% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |