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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 | $8,632 | $76,551-88.7% | $123,894-93.0% | $62,881-86.3% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,896 | $2,882+0.5% | $4,617-37.3% | $2,281+27.0% |
| Participant deferral / active EE | $3,584 | $4,840-26.0% | $5,984-40.1% | $3,203+11.9% |
| Admin fee / account holder | $66 | $4,826-98.6% | $8,357-99.2% | $4,296-98.5% |