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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 | $9,300 | $99,345-90.6% | $84,753-89.0% | $273,972-96.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,976 | $4,214-53.1% | $3,574-44.7% | $4,869-59.4% |
| Participant deferral / active EE | $9,247 | $4,270+116.6% | $3,712+149.1% | $5,287+74.9% |
| Admin fee / account holder | $30 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |