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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 | $6,098 | $56,484-89.2% | $169,452-96.4% | $64,173-90.5% |
| Participation rate | 90.0% | 64.5%+25.5pp | 77.8%+12.2pp | 69.6%+20.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,046 | $1,832+11.7% | $4,157-50.8% | $2,381-14.1% |
| Participant deferral / active EE | $3,315 | $3,448-3.9% | $5,277-37.2% | $3,470-4.5% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |