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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 | $8,600 | $113,941-92.5% | $94,229-90.9% | $125,389-93.1% |
| Participation rate | 72.7% | 82.9%-10.2pp | 78.8%-6.0pp | 83.2%-10.5pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,147 | $4,727-75.7% | $3,587-68.0% | $4,866-76.4% |
| Participant deferral / active EE | $6,104 | $5,179+17.9% | $4,320+41.3% | $5,352+14.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |