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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 | $4,396 | $108,825-96.0% | $156,181-97.2% | $82,448-94.7% |
| Participation rate | 77.3% | 72.4%+4.9pp | 78.8%-1.6pp | 68.1%+9.2pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,572 | $2,870-45.2% | $4,294-63.4% | $2,551-38.4% |
| Participant deferral / active EE | $2,044 | $4,577-55.4% | $6,132-66.7% | $4,139-50.6% |
| Admin fee / account holder | $53 | $9,341-99.4% | $14,586-99.6% | $7,234-99.3% |