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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 | $6,658 | $99,345-93.3% | $84,753-92.1% | $273,972-97.6% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,805 | $4,214-9.7% | $3,574+6.4% | $4,869-21.9% |
| Participant deferral / active EE | $2,769 | $4,270-35.1% | $3,712-25.4% | $5,287-47.6% |
| Admin fee / account holder | $165 | $6,645-97.5% | $5,333-96.9% | $10,133-98.4% |