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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 | $7,177 | $113,338-93.7% | $94,993-92.4% | $147,586-95.1% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,335 | $3,160-26.1% | $2,603-10.3% | $4,876-52.1% |
| Participant deferral / active EE | $4,303 | $3,777+13.9% | $3,317+29.7% | $5,439-20.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |