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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 | $8,568 | $62,583-86.3% | $76,767-88.8% | $64,173-86.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.25% | -1.95%+4.2pp | 2.43%-0.2pp | 7.63%-5.4pp |
| Employer contribution / active EE | $676 | $1,832-63.1% | $2,485-72.8% | $2,381-71.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $65 | $4,667-98.6% | $6,675-99.0% | $4,887-98.7% |