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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 | $7,411 | $97,020-92.4% | $83,327-91.1% | $135,380-94.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,124 | $4,144-48.7% | $3,379-37.1% | $4,779-55.6% |
| Participant deferral / active EE | $4,245 | $5,964-28.8% | $5,565-23.7% | $5,609-24.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |