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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 | $12,221 | $78,423-84.4% | $95,964-87.3% | $79,856-84.7% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.0pp | 69.6%+8.5pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,859 | $1,945-4.4% | $2,541-26.9% | $2,471-24.8% |
| Participant deferral / active EE | $2,709 | $3,440-21.3% | $4,167-35.0% | $3,741-27.6% |
| Admin fee / account holder | $43 | $5,622-99.2% | $6,797-99.4% | $5,306-99.2% |