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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 | $6,747 | $97,020-93.0% | $83,322-91.9% | $135,379-95.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,154 | $4,144-72.2% | $3,379-65.9% | $4,779-75.9% |
| Participant deferral / active EE | $6,052 | $5,964+1.5% | $5,565+8.7% | $5,609+7.9% |
| Admin fee / account holder | $10 | $8,426-99.9% | $7,540-99.9% | $10,828-99.9% |