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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 | $11,493 | $83,908-86.3% | $68,509-83.2% | $125,388-90.8% |
| Participation rate | 73.7% | 78.2%-4.5pp | 74.7%-1.0pp | 83.2%-9.5pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,106 | $3,031-30.5% | $2,278-7.5% | $4,866-56.7% |
| Participant deferral / active EE | $6,512 | $4,125+57.9% | $3,382+92.5% | $5,352+21.7% |
| Admin fee / account holder | $56 | $8,982-99.4% | $5,275-98.9% | $9,541-99.4% |