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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 | $17,406 | $62,583-72.2% | $76,767-77.3% | $64,173-72.9% |
| Participation rate | 94.0% | 72.8%+21.2pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | 3.00% | -1.95%+4.9pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,000 | $1,832-45.4% | $2,485-59.8% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $118 | $4,667-97.5% | $6,675-98.2% | $4,887-97.6% |