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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 | $11,306 | $101,063-88.8% | $81,473-86.1% | $147,586-92.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,205 | $3,2060% | $2,568+24.8% | $4,876-34.3% |
| Participant deferral / active EE | $6,523 | $4,242+53.8% | $3,537+84.4% | $5,439+19.9% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,886-99.3% |