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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 | $10,262 | $100,805-89.8% | $86,698-88.2% | $134,532-92.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $948 | $3,490-72.8% | $2,837-66.6% | $4,741-80.0% |
| Participant deferral / active EE | $6,746 | $5,339+26.3% | $4,656+44.9% | $6,401+5.4% |
| Admin fee / account holder | $2 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |