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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 | $9,339 | $88,707-89.5% | $74,184-87.4% | $273,972-96.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,768 | $3,159+19.3% | $2,370+59.0% | $4,869-22.6% |
| Participant deferral / active EE | $4,576 | $4,212+8.7% | $3,550+28.9% | $5,287-13.4% |
| Admin fee / account holder | $145 | $8,717-98.3% | $5,586-97.4% | $10,133-98.6% |