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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 | $10,055 | $50,947-80.3% | $74,551-86.5% | $64,173-84.3% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,001 | $1,115+527.7% | $1,961+257.0% | $2,381+194.1% |
| Participant deferral / active EE | $4,218 | $2,302+83.3% | $3,108+35.7% | $3,470+21.6% |
| Admin fee / account holder | $75 | $4,221-98.2% | $5,059-98.5% | $4,887-98.5% |