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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 | $9,403 | $124,314-92.4% | $109,163-91.4% | $167,518-94.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $5,277 | $4,209+25.4% | $3,723+41.8% | $4,838+9.1% |
| Participant deferral / active EE | $2,194 | $5,256-58.3% | $4,654-52.9% | $6,342-65.4% |
| Admin fee / account holder | $44 | $7,973-99.5% | $6,754-99.4% | $12,312-99.6% |