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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 | $3,289 | $60,776-94.6% | $85,693-96.2% | $79,393-95.9% |
| Participation rate | 91.4% | 62.1%+29.3pp | 69.9%+21.5pp | 70.7%+20.7pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.87%-116.9pp |
| Employer contribution / active EE | $920 | $1,663-44.7% | $2,618-64.9% | $2,428-62.1% |
| Participant deferral / active EE | $1,876 | $2,919-35.7% | $3,923-52.2% | $4,046-53.6% |
| Admin fee / account holder | $5 | $438-98.8% | $6,874-99.9% | $627-99.1% |