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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 | $4,645 | $52,678-91.2% | $75,784-93.9% | $59,633-92.2% |
| Participation rate | 78.6% | 67.2%+11.3pp | 75.8%+2.8pp | 68.7%+9.9pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,128 | $2,193-48.6% | $3,323-66.1% | $2,203-48.8% |
| Participant deferral / active EE | $2,976 | $2,591+14.9% | $3,652-18.5% | $3,192-6.8% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |