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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 | $12,165 | $167,362-92.7% | $143,799-91.5% | $134,532-91.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,536 | $5,620-72.7% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $7,211 | $6,447+11.8% | $5,638+27.9% | $6,401+12.7% |
| Admin fee / account holder | $51 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |