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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 | $6,365 | $97,020-93.4% | $83,327-92.4% | $135,380-95.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,460 | $4,144-64.8% | $3,379-56.8% | $4,779-69.5% |
| Participant deferral / active EE | $4,453 | $5,964-25.3% | $5,565-20.0% | $5,609-20.6% |
| Admin fee / account holder | $48 | $8,426-99.4% | $7,540-99.4% | $10,828-99.6% |