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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 | $8,104 | $93,064-91.3% | $74,577-89.1% | $273,972-97.0% |
| Participation rate | 93.8% | 74.9%+18.8pp | 68.1%+25.6pp | 83.0%+10.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,431 | $3,160-23.1% | $2,525-3.7% | $4,869-50.1% |
| Participant deferral / active EE | $4,984 | $4,160+19.8% | $3,458+44.1% | $5,287-5.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |