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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 | $3,211 | $73,839-95.7% | $143,788-97.8% | $68,495-95.3% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,676 | $3,184-47.4% | $4,952-66.1% | $2,596-35.4% |
| Participant deferral / active EE | $1,151 | $3,384-66.0% | $5,638-79.6% | $4,028-71.4% |
| Admin fee / account holder | $132 | $5,755-97.7% | $14,675-99.1% | $5,403-97.6% |