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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 | $16,195 | $98,766-83.6% | $149,730-89.2% | $79,852-79.7% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $4,669 | $3,217+45.1% | $4,645+0.5% | $2,471+88.9% |
| Participant deferral / active EE | $6,959 | $5,681+22.5% | $6,843+1.7% | $3,740+86.1% |
| Admin fee / account holder | $137 | $6,052-97.7% | $9,310-98.5% | $5,306-97.4% |