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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 | $7,760 | $167,362-95.4% | $143,799-94.6% | $134,532-94.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,965 | $5,620-65.0% | $4,952-60.3% | $4,741-58.5% |
| Participant deferral / active EE | $4,888 | $6,447-24.2% | $5,638-13.3% | $6,401-23.6% |
| Admin fee / account holder | $122 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |