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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 | $9,943 | $127,387-92.2% | $115,038-91.4% | $125,389-92.1% |
| Participation rate | 77.3% | 84.2%-6.9pp | 81.4%-4.1pp | 83.2%-5.9pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,785 | $5,166-46.1% | $4,608-39.6% | $4,866-42.8% |
| Participant deferral / active EE | $5,012 | $6,423-22.0% | $6,026-16.8% | $5,352-6.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |