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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 | $9,913 | $153,311-93.5% | $109,313-90.9% | $273,972-96.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,127 | $5,619-44.4% | $3,892-19.7% | $4,869-35.8% |
| Participant deferral / active EE | $5,166 | $3,932+31.4% | $3,166+63.1% | $5,287-2.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |