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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 | $8,403 | $78,423-89.3% | $95,964-91.2% | $79,856-89.5% |
| Participation rate | 70.5% | 73.5%-3.0pp | 77.1%-6.6pp | 69.6%+0.8pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,750 | $1,945-10.0% | $2,541-31.1% | $2,471-29.2% |
| Participant deferral / active EE | $3,490 | $3,440+1.5% | $4,167-16.2% | $3,741-6.7% |
| Admin fee / account holder | $43 | $5,622-99.2% | $6,797-99.4% | $5,306-99.2% |