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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 | $2,752 | $56,484-95.1% | $169,452-98.4% | $64,173-95.7% |
| Participation rate | 93.8% | 64.5%+29.2pp | 77.8%+16.0pp | 69.6%+24.2pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $916 | $1,832-50.0% | $4,157-78.0% | $2,381-61.5% |
| Participant deferral / active EE | $2,127 | $3,448-38.3% | $5,277-59.7% | $3,470-38.7% |
| Admin fee / account holder | $90 | $4,174-97.8% | $9,110-99.0% | $4,887-98.2% |