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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 | $4,855 | $67,602-92.8% | $82,312-94.1% | $70,126-93.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,492 | $1,755+99.0% | $2,428+43.8% | $2,343+49.1% |
| Participant deferral / active EE | $1,999 | $2,987-33.1% | $3,706-46.1% | $3,332-40.0% |
| Admin fee / account holder | $140 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |