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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 | $10,745 | $100,792-89.3% | $86,691-87.6% | $134,509-92.0% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,957 | $3,491-43.9% | $2,837-31.0% | $4,741-58.7% |
| Participant deferral / active EE | $6,017 | $5,339+12.7% | $4,656+29.2% | $6,400-6.0% |
| Admin fee / account holder | $286 | $10,924-97.4% | $7,492-96.2% | $11,427-97.5% |