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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 | $11,992 | $167,353-92.8% | $143,797-91.7% | $134,545-91.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,475 | $5,620-38.2% | $4,952-29.8% | $4,742-26.7% |
| Participant deferral / active EE | $5,661 | $6,447-12.2% | $5,638+0.4% | $6,401-11.6% |
| Admin fee / account holder | $53 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |