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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 | $5,341 | $63,365-91.6% | $91,994-94.2% | $72,975-92.7% |
| Participation rate | 75.9% | 72.5%+3.4pp | 78.6%-2.8pp | 69.5%+6.4pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,021 | $2,116-51.7% | $3,453-70.4% | $2,440-58.2% |
| Participant deferral / active EE | $2,958 | $4,883-39.4% | $5,924-50.1% | $3,608-18.0% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |