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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 | $7,424 | $167,353-95.6% | $143,797-94.8% | $134,545-94.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,891 | $5,620-30.8% | $4,952-21.4% | $4,742-17.9% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |