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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 | $8,021 | $127,096-93.7% | $105,736-92.4% | $135,380-94.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,211 | $4,107-21.8% | $3,268-1.7% | $4,779-32.8% |
| Participant deferral / active EE | $3,211 | $5,064-36.6% | $4,080-21.3% | $5,609-42.7% |
| Admin fee / account holder | $14 | $9,087-99.8% | $6,913-99.8% | $10,828-99.9% |