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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 | $7,518 | $99,032-92.4% | $80,022-90.6% | $135,379-94.4% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,506 | $3,043-17.6% | $2,468+1.6% | $4,779-47.6% |
| Participant deferral / active EE | $4,403 | $4,282+2.8% | $3,686+19.5% | $5,609-21.5% |
| Admin fee / account holder | $84 | $10,436-99.2% | $6,521-98.7% | $10,828-99.2% |