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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 | $11,444 | $100,792-88.6% | $86,691-86.8% | $134,509-91.5% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,783 | $3,491+8.4% | $2,837+33.3% | $4,741-20.2% |
| Participant deferral / active EE | $5,487 | $5,339+2.8% | $4,656+17.9% | $6,400-14.3% |
| Admin fee / account holder | $175 | $10,924-98.4% | $7,492-97.7% | $11,427-98.5% |