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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 | $14,995 | $124,298-87.9% | $109,152-86.3% | $167,497-91.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,533 | $4,208-63.6% | $3,722-58.8% | $4,838-68.3% |
| Participant deferral / active EE | $3,497 | $5,256-33.5% | $4,653-24.8% | $6,341-44.9% |
| Admin fee / account holder | $62 | $7,971-99.2% | $6,753-99.1% | $12,310-99.5% |