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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 | $9,507 | $78,670-87.9% | $109,173-91.3% | $85,847-88.9% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,116 | $2,734-22.6% | $3,723-43.2% | $2,565-17.5% |
| Participant deferral / active EE | $4,221 | $3,467+21.7% | $4,654-9.3% | $3,952+6.8% |
| Admin fee / account holder | $93 | $5,469-98.3% | $6,755-98.6% | $6,261-98.5% |