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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 | $6,553 | $59,804-89.0% | $81,982-92.0% | $79,856-91.8% |
| Participation rate | 88.7% | 61.6%+27.1pp | 69.3%+19.5pp | 69.6%+19.1pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $950 | $1,713-44.6% | $2,498-62.0% | $2,471-61.6% |
| Participant deferral / active EE | $2,785 | $2,695+3.3% | $3,722-25.2% | $3,741-25.5% |
| Admin fee / account holder | $41 | $4,288-99.0% | $5,665-99.3% | $5,306-99.2% |