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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 | $5,050 | $62,583-91.9% | $76,767-93.4% | $64,173-92.1% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,243 | $1,832-32.2% | $2,485-50.0% | $2,381-47.8% |
| Participant deferral / active EE | $3,309 | $3,145+5.2% | $3,852-14.1% | $3,470-4.6% |
| Admin fee / account holder | $62 | $4,667-98.7% | $6,675-99.1% | $4,887-98.7% |