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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 | $115,931-96.2% | $185,441-97.6% | $86,983-94.9% |
| Participation rate | 77.3% | 73.6%+3.6pp | 80.3%-3.0pp | 69.5%+7.7pp |
| Annual return | 0.00% | 21.47%-21.5pp | 20.16%-20.2pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,572 | $2,937-46.5% | $4,672-66.4% | $2,584-39.2% |
| Participant deferral / active EE | $2,044 | $4,551-55.1% | $6,152-66.8% | $4,194-51.3% |
| Admin fee / account holder | $53 | $10,687-99.5% | $17,890-99.7% | $7,856-99.3% |