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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 | $6,592 | $106,115-93.8% | $85,969-92.3% | $125,393-94.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 76.5%-5.1pp | 83.2%-11.8pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,029 | $4,537-77.3% | $3,474-70.4% | $4,866-78.8% |
| Participant deferral / active EE | $3,751 | $4,859-22.8% | $3,829-2.1% | $5,351-29.9% |
| Admin fee / account holder | $16 | $8,144-99.8% | $6,053-99.7% | $9,541-99.8% |