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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 | $12,179 | $58,828-79.3% | $78,002-84.4% | $62,881-80.6% |
| Participation rate | 94.5% | 71.1%+23.5pp | 75.5%+19.0pp | 69.3%+25.2pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,912 | $1,672+14.4% | $2,470-22.6% | $2,281-16.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $99 | $4,393-97.7% | $5,481-98.2% | $4,296-97.7% |