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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 | $9,830 | $64,719-84.8% | $112,249-91.2% | $68,486-85.6% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,846 | $2,747-32.8% | $3,636-49.2% | $2,597-28.9% |
| Participant deferral / active EE | $3,789 | $3,565+6.3% | $4,729-19.9% | $4,028-5.9% |
| Admin fee / account holder | $98 | $5,232-98.1% | $6,412-98.5% | $5,404-98.2% |