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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 | $11,353 | $176,794-93.6% | $146,647-92.3% | $167,553-93.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,995 | $5,161-61.3% | $4,137-51.8% | $4,840-58.8% |
| Participant deferral / active EE | $7,201 | $6,440+11.8% | $5,506+30.8% | $6,343+13.5% |
| Admin fee / account holder | $1 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |