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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 | $17,834 | $48,364-63.1% | $71,796-75.2% | $62,881-71.6% |
| Participation rate | 91.7% | 60.6%+31.0pp | 69.1%+22.6pp | 69.3%+22.4pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,465 | $1,042+232.6% | $1,924+80.1% | $2,281+51.9% |
| Participant deferral / active EE | $4,744 | $2,091+126.8% | $2,794+69.7% | $3,203+48.1% |
| Admin fee / account holder | $116 | $3,771-96.9% | $4,815-97.6% | $4,296-97.3% |