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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 | $5,097 | $70,486-92.8% | $100,528-94.9% | $79,852-93.6% |
| Participation rate | 80.5% | 73.6%+6.8pp | 79.4%+1.1pp | 69.6%+10.8pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,141 | $2,165-47.3% | $3,419-66.6% | $2,471-53.8% |
| Participant deferral / active EE | $3,942 | $5,182-23.9% | $6,271-37.1% | $3,740+5.4% |
| Admin fee / account holder | $32 | $4,480-99.3% | $8,084-99.6% | $5,306-99.4% |