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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 | $12,457 | $106,524-88.3% | $152,301-91.8% | $87,485-85.8% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,014 | $3,371-69.9% | $4,624-78.1% | $2,596-60.9% |
| Participant deferral / active EE | $8,127 | $6,525+24.6% | $8,004+1.5% | $4,274+90.2% |
| Admin fee / account holder | $298 | $8,287-96.4% | $14,398-97.9% | $7,775-96.2% |