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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 | $19,808 | $167,533-88.2% | $151,645-86.9% | $134,545-85.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,747 | $6,828-74.4% | $6,165-71.7% | $4,742-63.2% |
| Participant deferral / active EE | $4,846 | $8,985-46.1% | $8,363-42.1% | $6,401-24.3% |
| Admin fee / account holder | $58 | $13,781-99.6% | $11,614-99.5% | $11,431-99.5% |