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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 | $9,990 | $113,338-91.2% | $94,993-89.5% | $147,586-93.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $6,394 | $3,160+102.3% | $2,603+145.6% | $4,876+31.1% |
| Participant deferral / active EE | $3,496 | $3,777-7.4% | $3,317+5.4% | $5,439-35.7% |
| Admin fee / account holder | $217 | $6,063-96.4% | $4,960-95.6% | $10,886-98.0% |