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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 | $14,745 | $112,300-86.9% | $90,223-83.7% | $125,389-88.2% |
| Participation rate | 84.2% | 82.9%+1.3pp | 79.0%+5.2pp | 83.2%+1.0pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $11,024 | $5,181+112.8% | $4,378+151.8% | $4,866+126.5% |
| Participant deferral / active EE | $4,588 | $6,733-31.8% | $5,792-20.8% | $5,352-14.3% |
| Admin fee / account holder | $235 | $10,990-97.9% | $7,406-96.8% | $9,541-97.5% |