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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 | $9,735 | $113,941-91.5% | $94,229-89.7% | $125,389-92.2% |
| Participation rate | 95.5% | 82.9%+12.6pp | 78.8%+16.7pp | 83.2%+12.3pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,586 | $4,727-45.3% | $3,587-27.9% | $4,866-46.9% |
| Participant deferral / active EE | $4,178 | $5,179-19.3% | $4,320-3.3% | $5,352-21.9% |
| Admin fee / account holder | $123 | $8,392-98.5% | $6,269-98.0% | $9,541-98.7% |