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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 | $9,782 | $54,162-81.9% | $68,612-85.7% | $64,173-84.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.21% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $892 | $1,846-51.7% | $2,625-66.0% | $2,381-62.5% |
| Participant deferral / active EE | $3,040 | $2,626+15.7% | $3,311-8.2% | $3,470-12.4% |
| Admin fee / account holder | $229 | $4,029-94.3% | $5,131-95.5% | $4,887-95.3% |