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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 | $9,254 | $124,351-92.6% | $109,188-91.5% | $167,553-94.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $4,548 | $4,210+8.0% | $3,723+22.2% | $4,840-6.0% |
| Participant deferral / active EE | $2,375 | $5,257-54.8% | $4,654-49.0% | $6,343-62.6% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |