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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 | $15,228 | $167,353-90.9% | $143,797-89.4% | $134,545-88.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $6,561 | $5,620+16.7% | $4,952+32.5% | $4,742+38.4% |
| Participant deferral / active EE | $6,966 | $6,447+8.0% | $5,638+23.5% | $6,401+8.8% |
| Admin fee / account holder | $141 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |