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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 | $6,192 | $60,442-89.8% | $96,754-93.6% | $87,485-92.9% |
| Participation rate | 93.9% | 58.7%+35.2pp | 70.3%+23.7pp | 68.9%+25.0pp |
| Annual return | 0.00% | 21.97%-22.0pp | 82.04%-82.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,662 | $1,691-1.7% | $2,679-38.0% | $2,596-36.0% |
| Participant deferral / active EE | $3,724 | $3,280+13.5% | $4,758-21.7% | $4,274-12.9% |
| Admin fee / account holder | $65 | $5,069-98.7% | $8,905-99.3% | $7,775-99.2% |