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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 | $10,863 | $92,219-88.2% | $76,767-85.8% | $135,380-92.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 0.60% | 5.46%-4.9pp | 2.43%-1.8pp | 519.81%-519.2pp |
| Employer contribution / active EE | $1,875 | $3,216-41.7% | $2,485-24.6% | $4,779-60.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $83 | $10,749-99.2% | $6,675-98.8% | $10,828-99.2% |