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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 | $13,542 | $52,306-74.1% | $69,779-80.6% | $62,881-78.5% |
| Participation rate | 96.4% | 67.2%+29.2pp | 71.8%+24.6pp | 69.3%+27.1pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $519 | $1,799-71.1% | $2,338-77.8% | $2,281-77.2% |
| Participant deferral / active EE | $1,698 | $2,395-29.1% | $2,931-42.1% | $3,203-47.0% |
| Admin fee / account holder | $149 | $3,691-96.0% | $4,381-96.6% | $4,296-96.5% |