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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 | $13,072 | $58,093-77.5% | $80,022-83.7% | $56,289-76.8% |
| Participation rate | 80.2% | 73.6%+6.6pp | 75.8%+4.4pp | 69.9%+10.3pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,024 | $1,933-47.0% | $2,468-58.5% | $2,111-51.5% |
| Participant deferral / active EE | $3,431 | $3,136+9.4% | $3,686-6.9% | $3,350+2.4% |
| Admin fee / account holder | $168 | $623-73.0% | $6,521-97.4% | $521-67.8% |