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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 | $10,173 | $97,020-89.5% | $83,327-87.8% | $135,380-92.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,144 | $4,144-72.4% | $3,379-66.1% | $4,779-76.1% |
| Participant deferral / active EE | $7,134 | $5,964+19.6% | $5,565+28.2% | $5,609+27.2% |
| Admin fee / account holder | $5 | $8,426-99.9% | $7,540-99.9% | $10,828-100.0% |