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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 | $25,859 | $78,428-67.0% | $95,960-73.1% | $79,852-67.6% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $8,178 | $1,945+320.4% | $2,541+221.8% | $2,471+231.0% |
| Participant deferral / active EE | $5,306 | $3,440+54.2% | $4,167+27.3% | $3,740+41.9% |
| Admin fee / account holder | $19 | $5,622-99.7% | $6,797-99.7% | $5,306-99.6% |