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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 | $11,475 | $62,672-81.7% | $185,117-93.8% | $70,126-83.6% |
| Participation rate | 82.4% | 63.8%+18.6pp | 77.3%+5.1pp | 69.5%+12.8pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,281 | $1,753+30.1% | $4,182-45.5% | $2,343-2.6% |
| Participant deferral / active EE | $6,192 | $3,272+89.3% | $5,045+22.7% | $3,332+85.9% |
| Admin fee / account holder | $200 | $3,932-94.9% | $8,159-97.6% | $4,645-95.7% |