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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 | $6,879 | $62,589-89.0% | $76,768-91.0% | $64,173-89.3% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,899 | $1,832+3.7% | $2,485-23.6% | $2,381-20.2% |
| Participant deferral / active EE | $3,620 | $3,145+15.1% | $3,852-6.0% | $3,470+4.3% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |