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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 | $15,923 | $82,674-80.7% | $125,381-87.3% | $68,486-76.7% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,811 | $3,382+12.7% | $4,815-20.8% | $2,597+46.8% |
| Participant deferral / active EE | $9,175 | $6,111+50.1% | $7,448+23.2% | $4,028+127.8% |
| Admin fee / account holder | $113 | $6,277-98.2% | $10,007-98.9% | $5,404-97.9% |