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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 | $7,517 | $79,438-90.5% | $106,555-92.9% | $79,391-90.5% |
| Participation rate | 91.6% | 74.2%+17.4pp | 76.1%+15.5pp | 70.7%+20.9pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,507 | $2,235-32.6% | $2,819-46.5% | $2,428-37.9% |
| Participant deferral / active EE | $2,250 | $3,824-41.1% | $4,399-48.8% | $4,046-44.4% |
| Admin fee / account holder | $27 | $523-94.9% | $7,408-99.6% | $627-95.7% |