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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 | $7,937 | $93,064-91.5% | $74,577-89.4% | $273,972-97.1% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,713 | $3,160-14.1% | $2,525+7.4% | $4,869-44.3% |
| Participant deferral / active EE | $4,202 | $4,160+1.0% | $3,458+21.5% | $5,287-20.5% |
| Admin fee / account holder | $14 | $5,273-99.7% | $4,138-99.7% | $10,133-99.9% |