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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 | $11,311 | $88,707-87.2% | $74,184-84.8% | $273,972-95.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,412 | $3,159-55.3% | $2,370-40.4% | $4,869-71.0% |
| Participant deferral / active EE | $9,386 | $4,212+122.9% | $3,550+164.4% | $5,287+77.5% |
| Admin fee / account holder | $125 | $8,717-98.6% | $5,586-97.8% | $10,133-98.8% |