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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 | $10,661 | $117,444-90.9% | $99,479-89.3% | $152,909-93.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,147 | $3,014-28.8% | $2,540-15.5% | $4,764-54.9% |
| Participant deferral / active EE | $5,178 | $4,086+26.7% | $3,619+43.1% | $5,851-11.5% |
| Admin fee / account holder | $16 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |