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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 | $14,769 | $56,894-74.0% | $84,753-82.6% | $62,881-76.5% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,041 | $2,400-56.6% | $3,574-70.9% | $2,281-54.4% |
| Participant deferral / active EE | $2,863 | $2,709+5.7% | $3,712-22.9% | $3,203-10.6% |
| Admin fee / account holder | $98 | $3,581-97.3% | $5,333-98.2% | $4,296-97.7% |