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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 | $10,747 | $171,272-93.7% | $127,803-91.6% | $152,909-93.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.0%-4.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,765 | $5,451-49.3% | $4,576-39.6% | $4,764-42.0% |
| Participant deferral / active EE | $3,976 | $7,043-43.6% | $6,023-34.0% | $5,851-32.1% |
| Admin fee / account holder | $35 | $14,540-99.8% | $9,399-99.6% | $11,601-99.7% |