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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 | $4,648 | $54,162-91.4% | $68,612-93.2% | $64,173-92.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 0.13% | -1.62%+1.8pp | -4.63%+4.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $843 | $1,846-54.3% | $2,625-67.9% | $2,381-64.6% |
| Participant deferral / active EE | $1,533 | $2,626-41.6% | $3,311-53.7% | $3,470-55.8% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |