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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 | $7,021 | $95,188-92.6% | $76,518-90.8% | $135,380-94.8% |
| Participation rate | 76.5% | 74.4%+2.1pp | 68.0%+8.5pp | 82.6%-6.2pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,935 | $3,303-41.4% | $2,647-26.9% | $4,779-59.5% |
| Participant deferral / active EE | $4,974 | $4,640+7.2% | $3,836+29.7% | $5,609-11.3% |
| Admin fee / account holder | $36 | $6,249-99.4% | $4,849-99.3% | $10,828-99.7% |