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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 | $13,460 | $86,701-84.5% | $73,309-81.6% | $125,388-89.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,296 | $4,152-68.8% | $3,237-60.0% | $4,866-73.4% |
| Participant deferral / active EE | $9,135 | $5,549+64.6% | $4,991+83.0% | $5,352+70.7% |
| Admin fee / account holder | $292 | $7,768-96.2% | $5,635-94.8% | $9,541-96.9% |