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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 | $10,691 | $61,660-82.7% | $80,022-86.6% | $64,173-83.3% |
| Participation rate | 80.8% | 71.7%+9.1pp | 75.8%+4.9pp | 69.6%+11.2pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,568 | $1,810-13.4% | $2,468-36.5% | $2,381-34.1% |
| Participant deferral / active EE | $3,562 | $2,968+20.0% | $3,686-3.4% | $3,470+2.7% |
| Admin fee / account holder | $46 | $5,417-99.1% | $6,521-99.3% | $4,887-99.1% |