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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 | $10,731 | $167,533-93.6% | $151,645-92.9% | $134,545-92.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,523 | $6,828-77.7% | $6,165-75.3% | $4,742-67.9% |
| Participant deferral / active EE | $8,453 | $8,985-5.9% | $8,363+1.1% | $6,401+32.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |