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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 | $3,488 | $65,712-94.7% | $57,196-93.9% | $273,972-98.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,745 | $3,280-16.3% | $2,683+2.3% | $4,869-43.6% |
| Participant deferral / active EE | $1,460 | $3,782-61.4% | $3,096-52.8% | $5,287-72.4% |
| Admin fee / account holder | $12 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |