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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 | $8,908 | $62,583-85.8% | $76,767-88.4% | $64,173-86.1% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,280 | $1,832+133.6% | $2,485+72.2% | $2,381+79.8% |
| Participant deferral / active EE | $7,092 | $3,145+125.5% | $3,852+84.1% | $3,470+104.4% |
| Admin fee / account holder | $267 | $4,667-94.3% | $6,675-96.0% | $4,887-94.5% |