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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 | $14,333 | $167,352-91.4% | $143,788-90.0% | $134,509-89.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,410 | $5,620-74.9% | $4,952-71.5% | $4,741-70.3% |
| Participant deferral / active EE | $10,712 | $6,447+66.2% | $5,638+90.0% | $6,400+67.4% |
| Admin fee / account holder | $3 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |