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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 | $9,531 | $167,362-94.3% | $143,799-93.4% | $134,532-92.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,057 | $6,447+25.0% | $5,638+42.9% | $6,401+25.9% |
| Admin fee / account holder | $276 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |