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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 | $8,988 | $78,682-88.6% | $109,188-91.8% | $85,851-89.5% |
| Participation rate | 83.3% | 68.3%+15.1pp | 75.9%+7.5pp | 69.3%+14.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $2,299 | $2,734-15.9% | $3,723-38.2% | $2,565-10.4% |
| Participant deferral / active EE | $4,314 | $3,468+24.4% | $4,654-7.3% | $3,952+9.2% |
| Admin fee / account holder | $142 | $5,470-97.4% | $6,755-97.9% | $6,261-97.7% |