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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 | $6,116 | $167,352-96.3% | $143,788-95.7% | $134,509-95.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,157 | $5,620-61.6% | $4,952-56.4% | $4,741-54.5% |
| Participant deferral / active EE | $4,236 | $6,447-34.3% | $5,638-24.9% | $6,400-33.8% |
| Admin fee / account holder | $5 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |