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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 | $15,921 | $72,177-77.9% | $115,038-86.2% | $59,633-73.3% |
| Participation rate | 85.2% | 72.6%+12.6pp | 81.4%+3.8pp | 68.7%+16.5pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,471 | $2,841-48.2% | $4,608-68.1% | $2,203-33.2% |
| Participant deferral / active EE | $5,853 | $4,783+22.4% | $6,026-2.9% | $3,192+83.4% |
| Admin fee / account holder | $33 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |