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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 | $17,362 | $167,362-89.6% | $143,799-87.9% | $134,532-87.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,367 | $5,620-57.9% | $4,952-52.2% | $4,741-50.1% |
| Participant deferral / active EE | $3,454 | $6,447-46.4% | $5,638-38.7% | $6,401-46.0% |
| Admin fee / account holder | $42 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |