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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 | $8,133 | $76,551-89.4% | $123,894-93.4% | $62,881-87.1% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,883 | $2,882-34.7% | $4,617-59.2% | $2,281-17.5% |
| Participant deferral / active EE | $3,052 | $4,840-36.9% | $5,984-49.0% | $3,203-4.7% |
| Admin fee / account holder | $56 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |