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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 | $8,713 | $99,345-91.2% | $84,753-89.7% | $273,972-96.8% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,993 | $4,214+42.2% | $3,574+67.7% | $4,869+23.1% |
| Participant deferral / active EE | $2,713 | $4,270-36.5% | $3,712-26.9% | $5,287-48.7% |
| Admin fee / account holder | $5 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |