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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 | $2,114 | $63,156-96.7% | $122,354-98.3% | $62,293-96.6% |
| Participation rate | 74.0% | 60.0%+14.0pp | 71.6%+2.4pp | 69.5%+4.5pp |
| Annual return | 0.00% | 20.61%-20.6pp | 30.28%-30.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $613 | $1,385-55.8% | $4,051-84.9% | $2,042-70.0% |
| Participant deferral / active EE | $1,084 | $2,321-53.3% | $3,287-67.0% | $3,169-65.8% |
| Admin fee / account holder | $109 | $440-75.2% | $5,479-98.0% | $479-77.3% |