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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 | $10,510 | $43,344-75.8% | $59,899-82.5% | $64,173-83.6% |
| Participation rate | 72.0% | 69.2%+2.8pp | 74.7%-2.7pp | 69.6%+2.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,395 | $2,030-31.3% | $2,723-48.8% | $2,381-41.4% |
| Participant deferral / active EE | $4,120 | $2,547+61.7% | $3,402+21.1% | $3,470+18.8% |
| Admin fee / account holder | $43 | $3,008-98.6% | $3,592-98.8% | $4,887-99.1% |