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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 | $12,286 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-95.5% |
| Participation rate | 94.1% | 74.1%+20.0pp | 68.4%+25.7pp | 83.0%+11.1pp |
| Annual return | 2.31% | 2.55%-0.2pp | 5.24%-2.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,059 | $2,350-54.9% | $1,844-42.5% | $4,869-78.2% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $189 | $3,725-94.9% | $2,903-93.5% | $10,133-98.1% |