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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 | $9,093 | $106,247-91.4% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,698 | $4,106-58.6% | $3,740-54.6% | $4,754-64.3% |
| Participant deferral / active EE | $4,787 | $5,456-12.2% | $4,880-1.9% | $6,712-28.7% |
| Admin fee / account holder | $128 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |