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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 | $3,518 | $52,836-93.3% | $105,736-96.7% | $64,173-94.5% |
| Participation rate | 97.8% | 66.5%+31.3pp | 76.3%+21.5pp | 69.6%+28.3pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,971 | $1,827+7.9% | $3,268-39.7% | $2,381-17.2% |
| Participant deferral / active EE | $2,285 | $2,545-10.2% | $4,080-44.0% | $3,470-34.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |