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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 | $12,888 | $211,946-93.9% | $169,452-92.4% | $135,380-90.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,847 | $5,117-63.9% | $4,157-55.6% | $4,779-61.4% |
| Participant deferral / active EE | $8,289 | $6,075+36.4% | $5,277+57.1% | $5,609+47.8% |
| Admin fee / account holder | $136 | $11,472-98.8% | $9,110-98.5% | $10,828-98.7% |