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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 | $4,923 | $97,020-94.9% | $83,327-94.1% | $135,380-96.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,531 | $4,144-63.1% | $3,379-54.7% | $4,779-68.0% |
| Participant deferral / active EE | $3,831 | $5,964-35.8% | $5,565-31.2% | $5,609-31.7% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |