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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 | $6,685 | $167,353-96.0% | $143,797-95.4% | $134,545-95.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,933 | $5,620-65.6% | $4,952-61.0% | $4,742-59.2% |
| Participant deferral / active EE | $4,861 | $6,447-24.6% | $5,638-13.8% | $6,401-24.1% |
| Admin fee / account holder | $14 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |