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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 | $5,801 | $181,896-96.8% | $156,551-96.3% | $273,972-97.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,802 | $6,248-71.2% | $5,501-67.2% | $4,869-63.0% |
| Participant deferral / active EE | $2,964 | $5,550-46.6% | $4,871-39.1% | $5,287-43.9% |
| Admin fee / account holder | $123 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |