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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 | $7,276 | $63,471-88.5% | $68,803-89.4% | $66,949-89.1% |
| Participation rate | 91.5% | 60.0%+31.5pp | 69.0%+22.4pp | 69.8%+21.6pp |
| Annual return | 0.58% | -8.29%+8.9pp | -6.37%+6.9pp | 1.57%-1.0pp |
| Employer contribution / active EE | $2,995 | $1,776+68.7% | $2,656+12.8% | $2,545+17.7% |
| Participant deferral / active EE | $1,312 | $2,946-55.5% | $3,942-66.7% | $4,239-69.0% |
| Admin fee / account holder | $26 | $578-95.5% | $4,936-99.5% | $594-95.7% |