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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 | $10,883 | $99,345-89.0% | $84,753-87.2% | $273,972-96.0% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,819 | $4,214-56.8% | $3,574-49.1% | $4,869-62.6% |
| Participant deferral / active EE | $3,417 | $4,270-20.0% | $3,712-7.9% | $5,287-35.4% |
| Admin fee / account holder | $117 | $6,645-98.2% | $5,333-97.8% | $10,133-98.8% |