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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 | $10,442 | $215,361-95.2% | $171,082-93.9% | $273,972-96.2% |
| Participation rate | 73.7% | 82.0%-8.3pp | 76.7%-3.0pp | 83.0%-9.3pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $954 | $4,967-80.8% | $4,002-76.2% | $4,869-80.4% |
| Participant deferral / active EE | $6,682 | $5,543+20.5% | $4,797+39.3% | $5,287+26.4% |
| Admin fee / account holder | $7 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |