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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 | $9,076 | $50,947-82.2% | $74,549-87.8% | $64,173-85.9% |
| Participation rate | 94.9% | 61.1%+33.8pp | 69.1%+25.7pp | 69.6%+25.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,835 | $1,115+64.5% | $1,961-6.4% | $2,381-22.9% |
| Participant deferral / active EE | $2,971 | $2,302+29.1% | $3,108-4.4% | $3,470-14.4% |
| Admin fee / account holder | $144 | $4,221-96.6% | $5,059-97.2% | $4,887-97.1% |