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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 | $6,664 | $153,769-95.7% | $133,975-95.0% | $273,972-97.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,084 | $6,029-65.4% | $5,211-60.0% | $4,869-57.2% |
| Participant deferral / active EE | $2,815 | $6,958-59.5% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |