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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 | $7,456 | $92,219-91.9% | $76,767-90.3% | $135,380-94.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,697 | $3,216-16.1% | $2,485+8.5% | $4,779-43.6% |
| Participant deferral / active EE | $4,671 | $4,508+3.6% | $3,852+21.3% | $5,609-16.7% |
| Admin fee / account holder | $93 | $10,749-99.1% | $6,675-98.6% | $10,828-99.1% |