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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 | $8,997 | $96,558-90.7% | $80,977-88.9% | $273,972-96.7% |
| Participation rate | 82.6% | 79.1%+3.5pp | 75.8%+6.8pp | 83.0%-0.4pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,858 | $4,869-61.8% | $3,715-50.0% | $4,869-61.8% |
| Participant deferral / active EE | $4,377 | $6,598-33.7% | $5,696-23.2% | $5,287-17.2% |
| Admin fee / account holder | $28 | $7,493-99.6% | $5,517-99.5% | $10,133-99.7% |