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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 | $20,562 | $98,760-79.2% | $149,715-86.3% | $79,858-74.3% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,541 | $3,217-21.0% | $4,645-45.3% | $2,471+2.8% |
| Participant deferral / active EE | $6,991 | $5,681+23.1% | $6,842+2.2% | $3,740+86.9% |
| Admin fee / account holder | $70 | $6,053-98.8% | $9,310-99.2% | $5,306-98.7% |