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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 | $8,666 | $149,741-94.2% | $118,914-92.7% | $158,982-94.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 19.94%-19.9pp | 35.89%-35.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,490 | $4,119-63.8% | $3,264-54.4% | $4,763-68.7% |
| Participant deferral / active EE | $4,025 | $5,226-23.0% | $4,266-5.6% | $5,983-32.7% |
| Admin fee / account holder | $33 | $8,607-99.6% | $6,582-99.5% | $11,252-99.7% |