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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 | $9,841 | $78,682-87.5% | $109,188-91.0% | $85,851-88.5% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,487 | $2,734-45.6% | $3,723-60.1% | $2,565-42.1% |
| Participant deferral / active EE | $5,406 | $3,468+55.9% | $4,654+16.2% | $3,952+36.8% |
| Admin fee / account holder | $87 | $5,470-98.4% | $6,755-98.7% | $6,261-98.6% |