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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 | $7,683 | $167,362-95.4% | $143,799-94.7% | $134,532-94.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,719 | $5,620-51.6% | $4,952-45.1% | $4,741-42.7% |
| Participant deferral / active EE | $3,257 | $6,447-49.5% | $5,638-42.2% | $6,401-49.1% |
| Admin fee / account holder | $9 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |