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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 | $12,054 | $181,896-93.4% | $156,551-92.3% | $273,972-95.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,820 | $6,248-54.9% | $5,501-48.7% | $4,869-42.1% |
| Participant deferral / active EE | $6,284 | $5,550+13.2% | $4,871+29.0% | $5,287+18.9% |
| Admin fee / account holder | $8 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |