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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 | $10,299 | $103,392-90.0% | $87,104-88.2% | $152,897-93.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,283 | $3,221-29.1% | $2,521-9.5% | $4,764-52.1% |
| Participant deferral / active EE | $5,218 | $4,778+9.2% | $4,048+28.9% | $5,851-10.8% |
| Admin fee / account holder | $6 | $12,194-100.0% | $7,491-99.9% | $11,599-100.0% |