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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 | $14,862 | $99,032-85.0% | $80,022-81.4% | $135,379-89.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,480 | $3,043-51.4% | $2,468-40.0% | $4,779-69.0% |
| Participant deferral / active EE | $4,962 | $4,282+15.9% | $3,686+34.6% | $5,609-11.5% |
| Admin fee / account holder | $220 | $10,436-97.9% | $6,521-96.6% | $10,828-98.0% |