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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 | $99,875-87.5% | $146,866-91.5% | $86,983-85.7% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,014 | $3,224-68.6% | $4,425-77.1% | $2,584-60.8% |
| Participant deferral / active EE | $8,127 | $6,322+28.5% | $7,759+4.7% | $4,194+93.8% |
| Admin fee / account holder | $298 | $7,838-96.2% | $13,620-97.8% | $7,856-96.2% |