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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 | $6,954 | $54,162-87.2% | $68,612-89.9% | $64,173-89.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,204 | $1,846+19.4% | $2,625-16.0% | $2,381-7.4% |
| Participant deferral / active EE | $4,667 | $2,626+77.7% | $3,311+41.0% | $3,470+34.5% |
| Admin fee / account holder | $33 | $4,029-99.2% | $5,131-99.4% | $4,887-99.3% |