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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 | $26,124 | $80,983-67.7% | $96,544-72.9% | $75,177-65.3% |
| Participation rate | 73.0% | 71.8%+1.2pp | 76.0%-3.0pp | 67.2%+5.8pp |
| Annual return | 0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,516 | $2,282-33.6% | $2,966-48.9% | $2,671-43.3% |
| Participant deferral / active EE | $1,998 | $3,929-49.2% | $4,851-58.8% | $4,126-51.6% |
| Admin fee / account holder | $254 | $6,717-96.2% | $8,254-96.9% | $5,651-95.5% |