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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 | $4,563 | $55,713-91.8% | $75,894-94.0% | $72,983-93.7% |
| Participation rate | 80.6% | 61.1%+19.4pp | 69.3%+11.3pp | 69.5%+11.1pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,375 | $1,687-18.5% | $2,501-45.0% | $2,440-43.6% |
| Participant deferral / active EE | $1,869 | $2,634-29.0% | $3,603-48.1% | $3,608-48.2% |
| Admin fee / account holder | $46 | $3,980-98.8% | $5,420-99.1% | $5,124-99.1% |