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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 | $7,574 | $49,255-84.6% | $70,494-89.3% | $79,856-90.5% |
| Participation rate | 94.1% | 69.2%+25.0pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,109 | $2,100+0.4% | $2,738-23.0% | $2,471-14.7% |
| Participant deferral / active EE | $4,896 | $2,768+76.9% | $3,711+31.9% | $3,741+30.9% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |