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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 | $9,605 | $110,212-91.3% | $96,534-90.1% | $139,466-93.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,177 | $3,620-67.5% | $2,965-60.3% | $4,754-75.2% |
| Participant deferral / active EE | $6,811 | $5,547+22.8% | $4,851+40.4% | $6,712+1.5% |
| Admin fee / account holder | $129 | $11,599-98.9% | $8,253-98.4% | $11,409-98.9% |