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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 | $8,009 | $33,914-76.4% | $63,412-87.4% | $52,331-84.7% |
| Participation rate | 77.5% | 59.6%+17.9pp | 67.1%+10.3pp | 68.1%+9.3pp |
| Annual return | 0.00% | 3.22%-3.2pp | 4.04%-4.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,065 | $1,121-5.0% | $1,814-41.3% | $1,882-43.4% |
| Participant deferral / active EE | $1,825 | $1,733+5.3% | $2,496-26.9% | $3,022-39.6% |
| Admin fee / account holder | $124 | $353-64.9% | $3,753-96.7% | $592-79.0% |