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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 | $6,445 | $62,583-89.7% | $76,767-91.6% | $64,173-90.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.86% | -1.95%+4.8pp | 2.43%+0.4pp | 7.63%-4.8pp |
| Employer contribution / active EE | $522 | $1,832-71.5% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $70 | $4,667-98.5% | $6,675-99.0% | $4,887-98.6% |