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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 | $124,351-87.9% | $109,188-86.3% | $167,553-91.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,533 | $4,210-63.6% | $3,723-58.8% | $4,840-68.3% |
| Participant deferral / active EE | $3,497 | $5,257-33.5% | $4,654-24.9% | $6,343-44.9% |
| Admin fee / account holder | $62 | $7,975-99.2% | $6,755-99.1% | $12,316-99.5% |