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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 | $10,544 | $118,488-91.1% | $98,462-89.3% | $139,487-92.4% |
| Participation rate | 76.9% | 77.5%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,349 | $3,611-34.9% | $3,049-23.0% | $4,755-50.6% |
| Participant deferral / active EE | $4,813 | $5,393-10.8% | $4,738+1.6% | $6,713-28.3% |
| Admin fee / account holder | $5 | $13,868-100.0% | $8,875-99.9% | $11,407-100.0% |