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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 | $9,338 | $73,848-87.4% | $143,799-93.5% | $68,486-86.4% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,998 | $3,184+25.5% | $4,952-19.3% | $2,597+54.0% |
| Participant deferral / active EE | $1,417 | $3,385-58.1% | $5,638-74.9% | $4,028-64.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |